-59.3%
PAR vs VOO
+77.0%
-136.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.3% |
| 7D | -5.8% | -0.4% | -5.5% | -5.2% |
| 30D | -3.0% | -1.4% | -1.6% | -0.8% |
| 3M | +30.5% | +3.7% | +26.8% | +22.5% |
| 6M | -3.4% | +13.0% | -16.4% | -21.4% |
| YTD | -51.3% | +12.4% | -63.8% | -59.8% |
| 1Y | -62.3% | +18.6% | -80.9% | -71.6% |
| All | -59.3% | +77.0% | -136.3% | -88.0% |
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