-74.5%
PAR vs VOO
+81.6%
-156.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.2% |
| 7D | -5.8% | -0.4% | -5.5% | -5.2% |
| 30D | -3.0% | -1.4% | -1.6% | -0.7% |
| 3M | +30.5% | +3.7% | +26.8% | +22.3% |
| 6M | -3.4% | +13.0% | -16.4% | -21.7% |
| YTD | -51.3% | +12.4% | -63.8% | -60.0% |
| 1Y | -62.3% | +18.6% | -80.9% | -71.7% |
| 3Y | -59.6% | +78.1% | -137.7% | -84.6% |
| 5Y | -74.5% | +82.3% | -156.8% | -89.9% |
| All | -74.5% | +81.6% | -156.1% | -89.9% |
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 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