-90.7%
BAK vs VOO
+82.3%
-173.0%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.1% | +2.2% |
| 7D | +16.4% | +0.5% | +15.8% | +15.7% |
| 30D | -16.2% | -0.9% | -15.2% | -15.3% |
| 3M | -45.6% | +3.9% | -49.5% | -47.9% |
| 6M | -60.9% | +14.5% | -75.5% | -66.1% |
| YTD | -34.9% | +13.0% | -47.9% | -42.6% |
| 1Y | -46.5% | +19.4% | -65.9% | -55.2% |
| 3Y | -80.1% | +78.9% | -159.0% | -88.7% |
| 5Y | -90.7% | +82.3% | -173.0% | -94.6% |
| All | -90.7% | +82.3% | -173.0% | -94.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling