-64.1%
KOLD vs VOO
+72.6%
-136.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.5% | +5.9% |
| 7D | -11.2% | +2.6% | -13.8% | -9.7% |
| 30D | +18.3% | -2.0% | +20.2% | +17.3% |
| 3M | -4.9% | -2.8% | -2.1% | -6.1% |
| 6M | +11.6% | +2.2% | +9.5% | +13.3% |
| YTD | -18.8% | +11.5% | -30.3% | -14.5% |
| 1Y | +8.7% | +13.5% | -4.8% | +16.4% |
| 3Y | +3.7% | +78.1% | -74.4% | +78.3% |
| All | -64.1% | +72.6% | -136.7% | -32.1% |
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 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