+95.2%
PKB vs VOO
+82.6%
+12.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.6% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -7.5% | +0.1% | -7.5% | -7.5% |
| 3M | -7.7% | +2.0% | -9.7% | -9.8% |
| 6M | -8.0% | +13.0% | -21.0% | -20.2% |
| YTD | +5.3% | +13.6% | -8.2% | -9.1% |
| 1Y | +5.6% | +20.1% | -14.5% | -14.5% |
| 3Y | +73.4% | +77.6% | -4.2% | -9.9% |
| All | +95.2% | +82.6% | +12.7% | -1.5% |
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