+65.9%
PK vs VOO
+75.9%
-10.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.0% |
| 7D | +1.6% | -2.0% | +3.6% | +4.2% |
| 30D | +6.8% | -1.7% | +8.5% | +9.0% |
| 3M | +12.0% | +4.7% | +7.2% | +5.0% |
| 6M | +49.1% | +12.6% | +36.5% | +26.8% |
| YTD | +52.6% | +11.8% | +40.9% | +30.9% |
| 1Y | +41.2% | +17.5% | +23.7% | +12.7% |
| All | +65.9% | +75.9% | -10.0% | -33.3% |
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