+223.7%
KOD vs VOO
+196.6%
+27.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -1.2% |
| 7D | -7.0% | -0.8% | -6.2% | -5.9% |
| 30D | -24.2% | -1.1% | -23.2% | -23.1% |
| 3M | -3.2% | +3.9% | -7.1% | -8.8% |
| 6M | +34.0% | +13.6% | +20.4% | +10.6% |
| YTD | +17.6% | +12.7% | +4.9% | -1.4% |
| 1Y | +231.6% | +17.6% | +214.0% | +163.5% |
| 3Y | +1,381.5% | +77.3% | +1,304.2% | +601.3% |
| 5Y | -65.9% | +84.1% | -150.0% | -82.7% |
| All | +223.7% | +196.6% | +27.2% | +5.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling