+93.5%
PKBK vs VOO
+82.3%
+11.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.7% |
| 7D | +2.4% | +0.5% | +1.8% | +2.0% |
| 30D | -0.5% | -0.9% | +0.4% | 0.0% |
| 3M | +9.8% | +3.9% | +5.9% | +7.3% |
| 6M | +27.1% | +14.5% | +12.6% | +17.3% |
| YTD | +39.4% | +13.0% | +26.4% | +29.6% |
| 1Y | +55.1% | +19.4% | +35.7% | +39.6% |
| 3Y | +126.7% | +78.9% | +47.8% | +64.0% |
| 5Y | +93.5% | +82.3% | +11.2% | +36.9% |
| All | +93.5% | +82.3% | +11.1% | +36.9% |
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