-27.2%
AKBA vs VOO
+75.9%
-103.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | 0.0% |
| 7D | -3.7% | -2.0% | -1.7% | -1.2% |
| 30D | +9.2% | -1.7% | +10.9% | +11.5% |
| 3M | +8.5% | +4.7% | +3.7% | +1.8% |
| 6M | -31.4% | +12.6% | -43.9% | -41.0% |
| YTD | -41.2% | +11.8% | -52.9% | -49.0% |
| 1Y | -67.7% | +17.5% | -85.2% | -73.8% |
| All | -27.2% | +75.9% | -103.1% | -65.9% |
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 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