-1.9%
PAB vs VOO
+80.3%
-82.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -1.0% | -2.0% | +1.0% | -0.9% |
| 30D | -0.8% | -1.7% | +0.8% | -0.7% |
| 3M | -1.1% | +4.7% | -5.8% | -1.4% |
| 6M | -1.9% | +12.6% | -14.5% | -2.7% |
| YTD | -1.1% | +11.8% | -12.8% | -1.8% |
| 1Y | -0.2% | +17.5% | -17.7% | -1.3% |
| 3Y | +14.0% | +77.0% | -63.0% | +9.1% |
| 5Y | -1.9% | +82.6% | -84.5% | -7.2% |
| All | -1.9% | +80.3% | -82.2% | -7.2% |
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