+181.7%
KNGZ vs VOO
+258.9%
-77.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.3% |
| 7D | +2.9% | +2.6% | +0.3% | +1.0% |
| 30D | +6.3% | -2.0% | +8.3% | +7.8% |
| 3M | +2.2% | -2.8% | +5.0% | +4.3% |
| 6M | +13.6% | +2.2% | +11.4% | +11.7% |
| YTD | +24.3% | +11.5% | +12.7% | +14.4% |
| 1Y | +28.0% | +13.5% | +14.5% | +16.3% |
| 3Y | +76.2% | +78.1% | -1.8% | +14.9% |
| 5Y | +65.2% | +73.1% | -7.9% | +8.9% |
| All | +181.7% | +258.9% | -77.2% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling