+2,431.9%
PAG vs VOO
+812.0%
+1,619.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -0.7% |
| 7D | 0.0% | +0.5% | -0.6% | -0.7% |
| 30D | +0.9% | -0.9% | +1.8% | +2.0% |
| 3M | +26.6% | +3.9% | +22.7% | +20.4% |
| 6M | +40.6% | +14.5% | +26.1% | +18.5% |
| YTD | +40.3% | +13.0% | +27.4% | +20.1% |
| 1Y | +19.3% | +19.4% | -0.1% | -5.0% |
| 3Y | +48.1% | +78.9% | -30.8% | -30.0% |
| 5Y | +179.7% | +82.3% | +97.4% | +27.9% |
| 10Y | +475.3% | +314.2% | +161.1% | -14.3% |
| All | +2,431.9% | +812.0% | +1,619.9% | +16.7% |
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 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