+349.6%
PAR vs VOO
+800.4%
-450.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.7% | +3.8% |
| 7D | +9.4% | +2.6% | +6.8% | +6.2% |
| 30D | +42.2% | -2.0% | +44.2% | +45.1% |
| 3M | +20.8% | -2.8% | +23.6% | +24.5% |
| 6M | +58.6% | +2.2% | +56.5% | +53.8% |
| YTD | -38.0% | +11.5% | -49.6% | -45.8% |
| 1Y | -42.5% | +13.5% | -56.0% | -50.6% |
| 3Y | -33.0% | +78.1% | -111.1% | -65.5% |
| 5Y | -66.5% | +73.1% | -139.6% | -81.4% |
| 10Y | +310.2% | +310.7% | -0.5% | +22.6% |
| All | +349.6% | +800.4% | -450.8% | -29.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling