+11.6%
PK vs VOO
+295.7%
-284.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.5% |
| 7D | +0.1% | -0.8% | +0.9% | +1.2% |
| 30D | +2.9% | -1.1% | +4.0% | +4.3% |
| 3M | +8.3% | +3.9% | +4.4% | +2.0% |
| 6M | +47.0% | +13.6% | +33.4% | +21.8% |
| YTD | +52.2% | +12.7% | +39.5% | +27.5% |
| 1Y | +38.9% | +17.6% | +21.3% | +9.2% |
| 3Y | +65.5% | +77.3% | -11.9% | -27.3% |
| 5Y | +23.2% | +84.1% | -61.0% | -47.6% |
| All | +11.6% | +295.7% | -284.1% | -80.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling