+810.9%
VOO vs KGC
+39.7%
+771.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | +2.6% | -6.7% | +9.2% | +3.0% |
| 30D | -2.0% | -6.7% | +4.7% | -1.6% |
| 3M | -2.8% | -22.6% | +19.8% | -1.4% |
| 6M | +2.2% | -33.4% | +35.6% | +4.5% |
| YTD | +11.5% | -26.0% | +37.5% | +12.9% |
| 1Y | +13.5% | -18.3% | +31.8% | +14.1% |
| 3Y | +78.1% | +315.8% | -237.7% | +60.2% |
| 5Y | +73.1% | +225.7% | -152.6% | +55.8% |
| 10Y | +310.7% | +610.5% | -299.7% | +252.1% |
| All | +810.9% | +39.7% | +771.2% | +810.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 all: compounded portfolio wealth divided by compounded KGC 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…
all analysis · Full analysis span regression · 6 months rolling