+131.7%
PKOH vs VOO
+20.9%
+110.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.9% |
| 7D | +1.6% | +0.1% | +1.5% | +1.4% |
| 30D | +11.7% | +0.1% | +11.6% | +11.8% |
| 3M | +40.7% | +2.0% | +38.7% | +37.7% |
| 6M | +75.8% | +13.0% | +62.8% | +52.0% |
| YTD | +124.8% | +13.6% | +111.2% | +92.3% |
| 1Y | +131.7% | +20.1% | +111.6% | +83.5% |
| All | +131.7% | +20.9% | +110.8% | +83.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling