+95.3%
AKR vs VOO
+807.8%
-712.5%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -0.9% |
| 7D | -1.4% | -0.4% | -1.1% | -1.1% |
| 30D | -0.8% | -1.4% | +0.6% | +0.4% |
| 3M | -9.9% | +3.7% | -13.7% | -13.3% |
| 6M | -1.1% | +13.0% | -14.2% | -12.3% |
| YTD | -0.2% | +12.4% | -12.6% | -11.2% |
| 1Y | +7.8% | +18.6% | -10.8% | -9.1% |
| 3Y | +49.6% | +78.1% | -28.5% | -14.6% |
| 5Y | +20.3% | +82.3% | -62.0% | -32.8% |
| 10Y | -18.3% | +322.5% | -340.8% | -78.2% |
| All | +95.3% | +807.8% | -712.5% | -78.2% |
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