-42.1%
BAK vs VOO
+18.9%
-60.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.3% |
| 7D | 0.0% | -0.4% | +0.4% | +0.5% |
| 30D | -11.7% | -1.4% | -10.3% | -9.6% |
| 3M | -46.0% | +3.7% | -49.7% | -49.7% |
| 6M | -58.8% | +13.0% | -71.8% | -68.0% |
| YTD | -33.2% | +12.4% | -45.7% | -47.5% |
| 1Y | -42.1% | +18.6% | -60.7% | -53.9% |
| All | -42.1% | +18.9% | -60.9% | -53.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling