+397.5%
PANL vs VOO
+325.3%
+72.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.5% |
| 7D | -1.6% | -0.8% | -0.9% | -1.1% |
| 30D | +17.0% | -1.1% | +18.0% | +17.8% |
| 3M | +15.8% | +3.9% | +12.0% | +12.6% |
| 6M | +18.8% | +13.6% | +5.2% | +8.3% |
| YTD | +25.3% | +12.7% | +12.6% | +15.1% |
| 1Y | +55.3% | +17.6% | +37.7% | +38.6% |
| 3Y | +76.4% | +77.3% | -0.9% | +20.5% |
| 5Y | +102.4% | +84.1% | +18.2% | +34.3% |
| All | +397.5% | +325.3% | +72.2% | +96.9% |
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 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