+137.8%
KOF vs VOO
+777.9%
-640.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -1.1% | -2.7% | +1.6% | +0.7% |
| 30D | +7.5% | -5.4% | +12.8% | +11.4% |
| 3M | +5.8% | -4.1% | +9.8% | +8.6% |
| 6M | +9.2% | +0.7% | +8.5% | +8.2% |
| YTD | +24.7% | +8.7% | +15.9% | +17.0% |
| 1Y | +33.4% | +11.0% | +22.5% | +23.4% |
| 3Y | +52.4% | +75.5% | -23.1% | -0.8% |
| 5Y | +149.4% | +68.4% | +81.1% | +64.9% |
| 10Y | +123.5% | +315.7% | -192.2% | -31.4% |
| All | +137.8% | +777.9% | -640.0% | -61.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling