-54.2%
KOS vs VOO
+315.9%
-370.1%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.8% |
| 7D | +0.7% | +0.1% | +0.6% | +0.4% |
| 30D | +18.3% | +0.1% | +18.2% | +17.8% |
| 3M | -7.9% | +2.0% | -10.0% | -12.7% |
| 6M | +9.4% | +13.0% | -3.6% | -15.3% |
| YTD | +205.5% | +13.6% | +191.9% | +136.6% |
| 1Y | +61.6% | +20.1% | +41.6% | +13.1% |
| 3Y | -63.1% | +77.6% | -140.7% | -86.8% |
| 5Y | +16.3% | +82.4% | -66.1% | -61.2% |
| All | -54.2% | +315.9% | -370.1% | -94.3% |
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