-60.6%
PAR vs VOO
+18.2%
-78.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | +1.1% |
| 7D | -9.0% | -0.8% | -8.2% | -8.1% |
| 30D | +0.5% | -1.1% | +1.6% | +1.8% |
| 3M | +23.1% | +3.9% | +19.2% | +16.8% |
| 6M | +7.2% | +13.6% | -6.4% | -9.8% |
| YTD | -50.4% | +12.7% | -63.1% | -57.0% |
| 1Y | -60.6% | +17.6% | -78.2% | -66.2% |
| All | -60.6% | +18.2% | -78.8% | -66.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling