-86.2%
BAK vs VOO
+78.8%
-165.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.5% |
| 7D | 0.0% | -0.6% | +0.6% | +0.7% |
| 30D | -39.0% | -3.6% | -35.4% | -36.4% |
| 3M | -50.2% | -2.7% | -47.5% | -48.6% |
| 6M | -69.9% | +2.2% | -72.2% | -70.9% |
| YTD | -62.4% | +10.9% | -73.3% | -67.0% |
| 1Y | -55.6% | +11.3% | -66.9% | -61.1% |
| 3Y | -86.2% | +76.9% | -163.2% | -93.8% |
| All | -86.2% | +78.8% | -165.0% | -93.8% |
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