+173.7%
PAG vs VOO
+80.3%
+93.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | -1.4% | -2.0% | +0.6% | +0.5% |
| 30D | +0.6% | -1.7% | +2.3% | +2.2% |
| 3M | +22.4% | +4.7% | +17.6% | +16.9% |
| 6M | +45.0% | +12.6% | +32.4% | +29.2% |
| YTD | +40.2% | +11.8% | +28.4% | +25.6% |
| 1Y | +21.5% | +17.5% | +3.9% | +3.5% |
| 3Y | +47.9% | +77.0% | -29.1% | -17.4% |
| 5Y | +173.7% | +82.6% | +91.2% | +46.2% |
| All | +173.7% | +80.3% | +93.4% | +46.2% |
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