-84.3%
KOLD vs VOO
+777.2%
-861.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.4% |
| 7D | -2.3% | +0.1% | -2.4% | -2.2% |
| 30D | -8.5% | +0.1% | -8.6% | -8.6% |
| 3M | +38.2% | +2.0% | +36.2% | +39.2% |
| 6M | +28.8% | +13.0% | +15.7% | +34.1% |
| YTD | -19.0% | +13.6% | -32.6% | -16.0% |
| 1Y | -17.1% | +20.1% | -37.2% | -11.9% |
| 3Y | +2.6% | +77.6% | -75.0% | +31.9% |
| 5Y | -76.5% | +82.4% | -158.9% | -67.6% |
| 10Y | -92.4% | +316.8% | -409.2% | -87.9% |
| All | -84.3% | +777.2% | -861.5% | -75.7% |
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