-70.2%
KOS vs VOO
+78.4%
-148.6%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -3.8% |
| 7D | -16.2% | +0.1% | -16.3% | -16.6% |
| 30D | -21.6% | -3.3% | -18.3% | -19.6% |
| 3M | -16.5% | -2.4% | -14.1% | -15.5% |
| 6M | -24.7% | +2.6% | -27.3% | -28.6% |
| YTD | +127.5% | +11.3% | +116.2% | +94.0% |
| 1Y | +41.8% | +13.4% | +28.3% | +17.2% |
| 3Y | -70.2% | +80.3% | -150.5% | -87.4% |
| All | -70.2% | +78.4% | -148.6% | -87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling