+319.8%
PKE vs VOO
+325.3%
-5.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +2.8% |
| 7D | +1.5% | -0.8% | +2.3% | +2.1% |
| 30D | -16.6% | -1.1% | -15.5% | -15.9% |
| 3M | -11.3% | +3.9% | -15.2% | -13.7% |
| 6M | +17.7% | +13.6% | +4.1% | +7.6% |
| YTD | +50.9% | +12.7% | +38.2% | +38.6% |
| 1Y | +69.4% | +17.6% | +51.8% | +51.4% |
| 3Y | +158.7% | +77.3% | +81.4% | +73.2% |
| 5Y | +193.7% | +84.1% | +109.6% | +89.0% |
| All | +319.8% | +325.3% | -5.4% | +25.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling