+37.9%
KOSS vs VOO
+314.4%
-276.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.6% | +1.3% |
| 7D | +0.9% | -0.9% | +1.8% | +1.4% |
| 30D | -13.8% | -2.3% | -11.5% | -12.8% |
| 3M | -11.5% | -1.2% | -10.3% | -11.0% |
| 6M | -15.1% | +3.3% | -18.5% | -16.2% |
| YTD | -20.0% | +12.3% | -32.4% | -23.5% |
| 1Y | -33.9% | +12.5% | -46.4% | -36.8% |
| 3Y | +21.7% | +79.2% | -57.5% | +4.6% |
| 5Y | -79.3% | +75.7% | -155.0% | -83.2% |
| 10Y | +37.9% | +313.7% | -275.8% | +14.9% |
| All | +37.9% | +314.4% | -276.5% | +14.9% |
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