-63.5%
BAK vs VOO
+13.0%
-76.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -2.7% |
| 7D | -1.8% | -0.9% | -0.9% | -0.5% |
| 30D | -38.2% | -2.3% | -35.9% | -36.1% |
| 3M | -50.2% | -1.2% | -49.1% | -49.5% |
| 6M | -71.1% | +3.3% | -74.4% | -72.9% |
| YTD | -62.7% | +12.3% | -75.0% | -70.9% |
| 1Y | -63.5% | +12.5% | -76.0% | -71.5% |
| All | -63.5% | +13.0% | -76.4% | -71.5% |
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