+146.6%
KOMP vs VOO
+217.9%
-71.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.1% |
| 7D | -0.2% | -0.4% | +0.2% | +0.2% |
| 30D | -5.1% | -1.4% | -3.7% | -3.5% |
| 3M | -3.8% | +3.7% | -7.5% | -7.6% |
| 6M | +9.0% | +13.0% | -4.0% | -4.9% |
| YTD | +11.8% | +12.4% | -0.6% | -1.7% |
| 1Y | +14.8% | +18.6% | -3.8% | -4.7% |
| 3Y | +66.6% | +78.1% | -11.5% | -12.5% |
| 5Y | +10.6% | +82.3% | -71.6% | -42.6% |
| All | +146.6% | +217.9% | -71.3% | -27.4% |
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