+412.6%
PKOH vs VOO
+810.0%
-397.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.3% |
| 7D | -0.1% | -0.8% | +0.7% | +1.0% |
| 30D | -5.9% | -1.1% | -4.9% | -4.5% |
| 3M | +36.6% | +3.9% | +32.8% | +29.6% |
| 6M | +83.7% | +13.6% | +70.0% | +54.0% |
| YTD | +124.6% | +12.7% | +111.9% | +90.2% |
| 1Y | +113.3% | +17.6% | +95.7% | +70.4% |
| 3Y | +175.2% | +77.3% | +97.9% | +23.9% |
| 5Y | +91.9% | +84.1% | +7.8% | -20.0% |
| 10Y | +63.2% | +323.5% | -260.3% | -82.7% |
| All | +412.6% | +810.0% | -397.5% | -87.5% |
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 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