+296.6%
PKE vs VOO
+812.0%
-515.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.6% |
| 7D | +1.7% | +0.5% | +1.2% | +1.1% |
| 30D | -14.4% | -0.9% | -13.5% | -13.7% |
| 3M | +1.4% | +3.9% | -2.5% | -2.0% |
| 6M | +20.7% | +14.5% | +6.2% | +6.9% |
| YTD | +53.1% | +13.0% | +40.1% | +37.3% |
| 1Y | +72.4% | +19.4% | +53.0% | +47.3% |
| 3Y | +165.7% | +78.9% | +86.9% | +55.8% |
| 5Y | +195.4% | +82.3% | +113.2% | +66.2% |
| 10Y | +297.6% | +314.2% | -16.6% | -16.3% |
| All | +296.6% | +812.0% | -515.4% | -79.9% |
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 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