-84.6%
KOLD vs VOO
+767.5%
-852.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.2% |
| 7D | -13.9% | -0.9% | -13.0% | -14.1% |
| 30D | +11.5% | -2.3% | +13.8% | +10.8% |
| 3M | -3.2% | -1.2% | -2.1% | -3.4% |
| 6M | +14.2% | +3.3% | +10.9% | +15.8% |
| YTD | -20.6% | +12.3% | -32.9% | -17.8% |
| 1Y | +2.9% | +12.5% | -9.6% | +6.8% |
| 3Y | -6.6% | +79.2% | -85.8% | +20.9% |
| 5Y | -64.2% | +75.7% | -139.9% | -51.2% |
| 10Y | -93.5% | +313.7% | -407.2% | -89.7% |
| All | -84.6% | +767.5% | -852.1% | -76.2% |
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