-64.8%
PAGS vs VOO
+208.9%
-273.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +1.1% |
| 7D | +6.7% | +0.5% | +6.1% | +5.8% |
| 30D | +6.7% | -0.9% | +7.6% | +8.3% |
| 3M | +14.3% | +3.9% | +10.4% | +7.1% |
| 6M | +1.4% | +14.5% | -13.2% | -18.6% |
| YTD | +3.6% | +13.0% | -9.4% | -14.5% |
| 1Y | +4.9% | +19.4% | -14.6% | -20.6% |
| 3Y | +19.4% | +78.9% | -59.5% | -54.1% |
| 5Y | -81.5% | +82.3% | -163.8% | -92.6% |
| All | -64.8% | +208.9% | -273.6% | -93.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling