+299.3%
PAGP vs VOO
+81.6%
+217.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | -1.3% | -0.4% | -1.0% | -1.1% |
| 30D | +11.2% | -1.4% | +12.6% | +12.1% |
| 3M | +16.7% | +3.7% | +13.0% | +13.6% |
| 6M | +22.6% | +13.0% | +9.5% | +12.2% |
| YTD | +54.1% | +12.4% | +41.7% | +41.4% |
| 1Y | +62.9% | +18.6% | +44.3% | +43.4% |
| 3Y | +123.2% | +78.1% | +45.1% | +44.8% |
| 5Y | +299.3% | +82.3% | +217.0% | +150.2% |
| All | +299.3% | +81.6% | +217.7% | +150.2% |
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