-33.6%
PAR vs VOO
+79.7%
-113.4%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -2.0% |
| 7D | +17.2% | -0.9% | +18.1% | +18.3% |
| 30D | +40.6% | -2.3% | +43.0% | +44.8% |
| 3M | +27.7% | -1.2% | +28.9% | +29.2% |
| 6M | +44.6% | +3.3% | +41.3% | +36.4% |
| YTD | -38.6% | +12.3% | -51.0% | -48.9% |
| 1Y | -42.9% | +12.5% | -55.4% | -52.5% |
| All | -33.6% | +79.7% | -113.4% | -79.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling