+38.7%
PAPI vs VOO
+85.3%
-46.6%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.5% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | +1.6% | +0.1% | +1.5% | +1.5% |
| 3M | +6.8% | +2.0% | +4.7% | +5.8% |
| 6M | +2.8% | +13.0% | -10.2% | -2.7% |
| YTD | +13.7% | +13.6% | +0.1% | +7.3% |
| 1Y | +14.7% | +20.1% | -5.4% | +5.3% |
| All | +38.7% | +85.3% | -46.6% | +1.7% |
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 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