-90.9%
AKA vs VOO
+87.5%
-178.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.5% |
| 7D | -0.8% | -0.8% | -0.1% | +0.1% |
| 30D | -1.1% | -1.1% | 0.0% | +0.2% |
| 3M | +21.3% | +3.9% | +17.4% | +14.9% |
| 6M | +9.8% | +13.6% | -3.8% | -7.9% |
| YTD | +1.6% | +12.7% | -11.1% | -13.8% |
| 1Y | +3.8% | +17.6% | -13.8% | -16.9% |
| 3Y | +68.7% | +77.3% | -8.6% | -22.9% |
| All | -90.9% | +87.5% | -178.5% | -95.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling