+778.4%
PKB vs VOO
+815.3%
-36.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -2.6% |
| 7D | +3.1% | -0.7% | +3.9% | +3.9% |
| 30D | -1.2% | -1.1% | -0.2% | 0.0% |
| 3M | -12.5% | -0.3% | -12.2% | -12.2% |
| 6M | -14.5% | +7.4% | -21.9% | -21.4% |
| YTD | -1.2% | +13.4% | -14.5% | -14.7% |
| 1Y | -3.5% | +14.8% | -18.3% | -17.9% |
| 3Y | +73.8% | +83.3% | -9.5% | -14.9% |
| 5Y | +80.1% | +76.1% | +4.0% | -7.0% |
| 10Y | +288.2% | +333.4% | -45.2% | -31.6% |
| All | +778.4% | +815.3% | -36.8% | -39.6% |
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 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