+73.2%
PKBK vs VOO
+72.0%
+1.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.3% | -0.3% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | +2.4% | -3.3% | +5.7% | +4.3% |
| 3M | -3.6% | -2.4% | -1.2% | -2.4% |
| 6M | +8.8% | +2.6% | +6.2% | +6.9% |
| YTD | +35.0% | +11.3% | +23.8% | +26.4% |
| 1Y | +55.8% | +13.4% | +42.3% | +44.1% |
| 3Y | +114.9% | +80.3% | +34.6% | +54.1% |
| 5Y | +73.2% | +72.7% | +0.5% | +22.5% |
| All | +73.2% | +72.0% | +1.3% | +22.5% |
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