+43.7%
KOID vs VOO
+29.5%
+14.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | +0.1% |
| 7D | +1.7% | -0.4% | +2.1% | +2.3% |
| 30D | -6.5% | -1.4% | -5.2% | -4.4% |
| 3M | -11.8% | +3.7% | -15.5% | -16.3% |
| 6M | +8.1% | +13.0% | -4.9% | -9.2% |
| YTD | +13.2% | +12.4% | +0.8% | -4.3% |
| 1Y | +21.7% | +18.6% | +3.1% | -3.1% |
| All | +43.7% | +29.5% | +14.3% | -0.1% |
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