+6.5%
PAGP vs VOO
+451.7%
-445.2%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.2% |
| 7D | +2.3% | +2.6% | -0.3% | -0.4% |
| 30D | -1.3% | -2.0% | +0.7% | +0.4% |
| 3M | +5.0% | -2.8% | +7.7% | +7.4% |
| 6M | +15.6% | +2.2% | +13.5% | +11.6% |
| YTD | +47.5% | +11.5% | +35.9% | +28.7% |
| 1Y | +61.2% | +13.5% | +47.7% | +37.9% |
| 3Y | +107.4% | +78.1% | +29.4% | +6.1% |
| 5Y | +238.0% | +73.1% | +164.9% | +75.0% |
| 10Y | +66.2% | +310.7% | -244.5% | -68.8% |
| All | +6.5% | +451.7% | -445.2% | -84.1% |
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