-80.1%
BAK vs VOO
+79.1%
-159.2%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.1% | +2.3% |
| 7D | +16.4% | +0.5% | +15.8% | +15.7% |
| 30D | -16.2% | -0.9% | -15.2% | -15.1% |
| 3M | -45.6% | +3.9% | -49.5% | -48.3% |
| 6M | -60.9% | +14.5% | -75.5% | -67.0% |
| YTD | -34.9% | +13.0% | -47.9% | -43.9% |
| 1Y | -46.5% | +19.4% | -65.9% | -56.4% |
| 3Y | -80.1% | +78.9% | -159.0% | -89.6% |
| All | -80.1% | +79.1% | -159.2% | -89.6% |
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