+696.5%
PKBK vs VOO
+806.9%
-110.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.0% | -1.6% |
| 7D | -2.5% | -0.9% | -1.6% | -2.0% |
| 30D | +0.3% | -2.3% | +2.7% | +1.8% |
| 3M | -5.0% | -1.2% | -3.8% | -4.4% |
| 6M | +7.8% | +3.3% | +4.5% | +5.1% |
| YTD | +33.5% | +12.3% | +21.2% | +23.2% |
| 1Y | +52.8% | +12.5% | +40.3% | +40.7% |
| 3Y | +107.4% | +79.2% | +28.2% | +40.4% |
| 5Y | +74.5% | +75.7% | -1.2% | +18.2% |
| 10Y | +229.8% | +313.7% | -83.9% | +48.6% |
| All | +696.5% | +806.9% | -110.4% | +248.7% |
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