+739.9%
PKBK vs VOO
+817.1%
-77.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | +1.1% | +0.1% | +1.1% | +1.0% |
| 3M | +12.8% | +2.0% | +10.7% | +11.1% |
| 6M | +25.0% | +13.0% | +12.0% | +15.0% |
| YTD | +40.8% | +13.6% | +27.2% | +29.1% |
| 1Y | +58.5% | +20.1% | +38.4% | +40.0% |
| 3Y | +120.9% | +77.6% | +43.3% | +50.8% |
| 5Y | +96.2% | +82.4% | +13.7% | +29.7% |
| 10Y | +297.3% | +316.8% | -19.6% | +78.1% |
| All | +739.9% | +817.1% | -77.2% | +265.6% |
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