+69.1%
PAA vs VOO
+309.6%
-240.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | +2.2% | +2.6% | -0.4% | -0.4% |
| 30D | -0.6% | -2.0% | +1.4% | +1.0% |
| 3M | +5.9% | -2.8% | +8.6% | +8.3% |
| 6M | +15.4% | +2.2% | +13.2% | +11.5% |
| YTD | +46.3% | +11.5% | +34.8% | +28.2% |
| 1Y | +58.7% | +13.5% | +45.2% | +36.3% |
| 3Y | +100.5% | +78.1% | +22.4% | +3.9% |
| 5Y | +237.5% | +73.1% | +164.4% | +77.2% |
| All | +69.1% | +309.6% | -240.5% | -62.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling