+6.3%
KOD vs VOO
+72.6%
-66.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.4% |
| 7D | +12.0% | +2.6% | +9.4% | +7.2% |
| 30D | +37.1% | -2.0% | +39.1% | +42.4% |
| 3M | +178.1% | -2.8% | +180.9% | +190.6% |
| 6M | +180.7% | +2.2% | +178.5% | +166.6% |
| YTD | +297.7% | +11.5% | +286.2% | +219.3% |
| 1Y | +489.2% | +13.5% | +475.8% | +356.3% |
| 3Y | +6,077.2% | +78.1% | +5,999.1% | +2,074.9% |
| All | +6.3% | +72.6% | -66.3% | -50.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling