-81.9%
BAK vs VOO
+817.1%
-899.0%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.1% |
| 7D | +12.5% | +0.1% | +12.4% | +12.4% |
| 30D | -16.4% | +0.1% | -16.4% | -16.4% |
| 3M | -49.7% | +2.0% | -51.7% | -51.2% |
| 6M | -55.4% | +13.0% | -68.5% | -62.3% |
| YTD | -35.9% | +13.6% | -49.5% | -45.9% |
| 1Y | -44.6% | +20.1% | -64.7% | -56.5% |
| 3Y | -79.0% | +77.6% | -156.5% | -90.5% |
| 5Y | -91.3% | +82.4% | -173.7% | -96.3% |
| 10Y | -82.7% | +316.8% | -399.6% | -97.7% |
| All | -81.9% | +817.1% | -899.0% | -99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling