+39.9%
KOF vs VOO
+12.0%
+27.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.2% |
| 7D | +3.2% | -0.6% | +3.8% | +3.4% |
| 30D | +9.3% | -3.6% | +13.0% | +11.3% |
| 3M | +11.3% | -2.7% | +14.0% | +12.6% |
| 6M | +16.0% | +2.2% | +13.7% | +13.2% |
| YTD | +30.9% | +10.9% | +20.0% | +19.4% |
| 1Y | +39.9% | +11.3% | +28.6% | +27.3% |
| All | +39.9% | +12.0% | +27.9% | +27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling