+131.9%
KOF vs VOO
+317.9%
-186.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.5% | +1.4% |
| 7D | +0.6% | +0.1% | +0.5% | +0.4% |
| 30D | +7.1% | -3.3% | +10.5% | +9.2% |
| 3M | +7.6% | -2.4% | +10.0% | +9.0% |
| 6M | +13.6% | +2.6% | +11.0% | +11.4% |
| YTD | +28.2% | +11.3% | +16.9% | +19.6% |
| 1Y | +34.7% | +13.4% | +21.2% | +24.0% |
| 3Y | +56.2% | +80.3% | -24.1% | +4.8% |
| 5Y | +157.9% | +72.7% | +85.2% | +76.2% |
| 10Y | +131.9% | +310.0% | -178.1% | -17.5% |
| All | +131.9% | +317.9% | -186.0% | -17.5% |
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