+1,380.6%
KOD vs VOO
+75.9%
+1,304.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.6% |
| 7D | -9.6% | -2.0% | -7.6% | -6.1% |
| 30D | -21.9% | -1.7% | -20.3% | -19.6% |
| 3M | +4.6% | +4.7% | -0.1% | -4.8% |
| 6M | +30.9% | +12.6% | +18.4% | +3.5% |
| YTD | +17.6% | +11.8% | +5.8% | -5.4% |
| 1Y | +237.8% | +17.5% | +220.3% | +147.0% |
| All | +1,380.6% | +75.9% | +1,304.7% | +302.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling