-73.2%
KOLD vs VOO
+82.3%
-155.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.4% |
| 7D | +2.5% | +0.5% | +2.0% | +2.8% |
| 30D | -7.0% | -0.9% | -6.0% | -7.5% |
| 3M | +24.6% | +3.9% | +20.7% | +27.2% |
| 6M | +54.9% | +14.5% | +40.4% | +67.1% |
| YTD | -17.6% | +13.0% | -30.6% | -13.0% |
| 1Y | -16.6% | +19.4% | -36.0% | -7.7% |
| 3Y | -4.0% | +78.9% | -82.9% | +61.7% |
| 5Y | -73.2% | +82.3% | -155.5% | -49.6% |
| All | -73.2% | +82.3% | -155.5% | -49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling