-11.3%
PKX vs VOO
+82.8%
-94.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | +1.3% |
| 7D | +0.3% | -0.8% | +1.1% | +1.1% |
| 30D | +10.2% | -1.1% | +11.3% | +11.5% |
| 3M | +2.9% | +3.9% | -1.0% | -0.5% |
| 6M | +5.8% | +13.6% | -7.9% | -5.7% |
| YTD | +18.3% | +12.7% | +5.6% | +6.1% |
| 1Y | +23.0% | +17.6% | +5.4% | +6.1% |
| 3Y | -38.0% | +77.3% | -115.3% | -64.0% |
| All | -11.3% | +82.8% | -94.1% | -51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling