+58.7%
KOF vs VOO
+79.7%
-21.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.2% |
| 7D | +3.9% | -0.9% | +4.8% | +4.2% |
| 30D | +6.1% | -2.3% | +8.4% | +7.0% |
| 3M | +11.4% | -1.2% | +12.5% | +11.7% |
| 6M | +17.4% | +3.3% | +14.0% | +15.5% |
| YTD | +31.8% | +12.3% | +19.4% | +25.1% |
| 1Y | +37.1% | +12.5% | +24.6% | +30.1% |
| All | +58.7% | +79.7% | -21.1% | +12.5% |
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 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