-52.3%
KOS vs VOO
+309.2%
-361.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.3% | +2.5% |
| 7D | -18.5% | -0.6% | -18.0% | -18.5% |
| 30D | -20.1% | -3.6% | -16.4% | -16.3% |
| 3M | -15.9% | -2.7% | -13.2% | -13.9% |
| 6M | -23.3% | +2.2% | -25.5% | -29.1% |
| YTD | +131.9% | +10.9% | +121.0% | +83.4% |
| 1Y | +39.7% | +11.3% | +28.4% | +9.3% |
| 3Y | -69.8% | +76.9% | -146.7% | -89.3% |
| 5Y | -38.5% | +73.5% | -112.0% | -78.0% |
| All | -52.3% | +309.2% | -361.4% | -93.5% |
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