+11.0%
PAGP vs VOO
+461.9%
-450.9%
-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% | +1.1% | +1.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.5% |
| 30D | +11.2% | +0.1% | +11.1% | +11.0% |
| 3M | +14.3% | +2.0% | +12.3% | +11.2% |
| 6M | +22.9% | +13.0% | +9.9% | +6.7% |
| YTD | +53.7% | +13.6% | +40.1% | +32.4% |
| 1Y | +60.3% | +20.1% | +40.3% | +29.6% |
| 3Y | +114.7% | +77.6% | +37.1% | +10.8% |
| 5Y | +294.2% | +82.4% | +211.8% | +92.9% |
| 10Y | +88.5% | +316.8% | -228.4% | -64.9% |
| All | +11.0% | +461.9% | -450.9% | -83.7% |
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