+37.1%
KOF vs VOO
+12.4%
+24.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.5% | +1.7% |
| 7D | +0.6% | +0.1% | +0.5% | +0.4% |
| 30D | +7.1% | -3.3% | +10.5% | +8.9% |
| 3M | +7.6% | -2.4% | +10.0% | +8.8% |
| 6M | +13.6% | +2.6% | +11.0% | +10.8% |
| YTD | +28.2% | +11.3% | +16.9% | +16.8% |
| All | +37.1% | +12.4% | +24.7% | +24.5% |
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 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