-32.4%
PKX vs VOO
+802.4%
-834.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | -2.4% | -2.0% | -0.4% | -0.3% |
| 30D | +7.8% | -1.7% | +9.5% | +9.8% |
| 3M | +4.9% | +4.7% | +0.1% | +0.3% |
| 6M | +3.1% | +12.6% | -9.5% | -8.2% |
| YTD | +15.8% | +11.8% | +4.0% | +3.7% |
| 1Y | +20.3% | +17.5% | +2.8% | +2.2% |
| 3Y | -39.7% | +77.0% | -116.7% | -66.9% |
| 5Y | -10.3% | +82.6% | -92.9% | -52.8% |
| 10Y | +36.0% | +320.0% | -284.0% | -71.4% |
| All | -32.4% | +802.4% | -834.8% | -94.6% |
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 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