+155.2%
PAA vs VOO
+817.1%
-661.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.0% |
| 7D | +0.9% | +0.1% | +0.8% | +0.7% |
| 30D | +10.9% | +0.1% | +10.9% | +10.7% |
| 3M | +14.0% | +2.0% | +12.0% | +11.2% |
| 6M | +22.0% | +13.0% | +8.9% | +7.0% |
| YTD | +51.5% | +13.6% | +37.9% | +31.9% |
| 1Y | +59.5% | +20.1% | +39.5% | +31.0% |
| 3Y | +109.8% | +77.6% | +32.2% | +14.9% |
| 5Y | +291.7% | +82.4% | +209.2% | +104.3% |
| 10Y | +89.7% | +316.8% | -227.1% | -51.8% |
| All | +155.2% | +817.1% | -661.9% | -53.8% |
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