+130.5%
KOF vs VOO
+817.1%
-686.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +3.4% | +0.1% | +3.4% | +3.4% |
| 3M | +6.0% | +2.0% | +4.0% | +4.4% |
| 6M | +5.8% | +13.0% | -7.2% | -3.1% |
| YTD | +20.8% | +13.6% | +7.2% | +10.3% |
| 1Y | +37.1% | +20.1% | +17.0% | +20.1% |
| 3Y | +46.0% | +77.6% | -31.5% | -5.3% |
| 5Y | +136.8% | +82.4% | +54.4% | +47.8% |
| 10Y | +107.5% | +316.8% | -209.3% | -35.7% |
| All | +130.5% | +817.1% | -686.6% | -63.8% |
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