+20.3%
PAG vs VOO
+18.2%
+2.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.8% |
| 7D | -1.8% | -0.8% | -1.0% | -1.3% |
| 30D | -0.3% | -1.1% | +0.8% | +0.3% |
| 3M | +20.1% | +3.9% | +16.2% | +17.4% |
| 6M | +45.8% | +13.6% | +32.2% | +34.9% |
| YTD | +39.7% | +12.7% | +27.0% | +29.4% |
| 1Y | +20.3% | +17.6% | +2.7% | +8.7% |
| All | +20.3% | +18.2% | +2.1% | +8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling