-80.0%
BAK vs VOO
+321.7%
-401.7%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.6% | +7.7% | +7.9% |
| 7D | +8.8% | -2.0% | +10.7% | +11.6% |
| 30D | -4.5% | -1.7% | -2.9% | -2.4% |
| 3M | -42.7% | +4.7% | -47.4% | -46.4% |
| 6M | -54.0% | +12.6% | -66.6% | -60.7% |
| YTD | -28.5% | +11.8% | -40.2% | -38.1% |
| 1Y | -35.9% | +17.5% | -53.4% | -47.9% |
| 3Y | -78.1% | +77.0% | -155.1% | -89.8% |
| 5Y | -90.2% | +82.6% | -172.8% | -95.7% |
| All | -80.0% | +321.7% | -401.7% | -97.2% |
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 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