-81.5%
PAGS vs VOO
+82.3%
-163.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.4% |
| 3M | +14.3% | +3.9% | +10.4% | +6.9% |
| 6M | +1.4% | +14.5% | -13.2% | -19.1% |
| YTD | +3.6% | +13.0% | -9.4% | -14.9% |
| 1Y | +4.9% | +19.4% | -14.6% | -21.2% |
| 3Y | +19.4% | +78.9% | -59.5% | -57.2% |
| 5Y | -81.5% | +82.3% | -163.8% | -92.9% |
| All | -81.5% | +82.3% | -163.9% | -92.9% |
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