+10.6%
KOMP vs VOO
+81.3%
-70.7%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.3% |
| 7D | -2.4% | -2.0% | -0.4% | +0.1% |
| 30D | -6.8% | -1.7% | -5.1% | -4.7% |
| 3M | -2.2% | +4.7% | -7.0% | -7.6% |
| 6M | +7.9% | +12.6% | -4.6% | -6.4% |
| YTD | +10.6% | +11.8% | -1.2% | -3.1% |
| 1Y | +13.7% | +17.5% | -3.9% | -6.0% |
| 3Y | +64.8% | +77.0% | -12.2% | -17.0% |
| All | +10.6% | +81.3% | -70.7% | -44.7% |
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 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