-88.8%
AKBA vs VOO
+325.3%
-414.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.7% |
| 7D | -2.4% | -0.8% | -1.6% | -1.3% |
| 30D | +6.6% | -1.1% | +7.7% | +8.2% |
| 3M | +5.9% | +3.9% | +2.0% | -0.2% |
| 6M | -32.0% | +13.6% | -45.6% | -43.5% |
| YTD | -40.9% | +12.7% | -53.6% | -50.3% |
| 1Y | -68.2% | +17.6% | -85.7% | -74.9% |
| 3Y | -26.8% | +77.3% | -104.1% | -68.4% |
| 5Y | -66.9% | +84.1% | -151.1% | -85.7% |
| All | -88.8% | +325.3% | -414.1% | -98.3% |
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