+55.8%
KOP vs VOO
+321.7%
-265.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.5% |
| 7D | -1.1% | -2.0% | +0.9% | +1.7% |
| 30D | +0.9% | -1.7% | +2.6% | +3.3% |
| 3M | +11.4% | +4.7% | +6.7% | +4.3% |
| 6M | +25.1% | +12.6% | +12.6% | +5.7% |
| YTD | +72.3% | +11.8% | +60.5% | +46.9% |
| 1Y | +69.9% | +17.5% | +52.4% | +34.5% |
| 3Y | +27.5% | +77.0% | -49.5% | -45.1% |
| 5Y | +51.5% | +82.6% | -31.0% | -38.8% |
| All | +55.8% | +321.7% | -265.9% | -82.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling