+295.4%
PAR vs VOO
+817.1%
-521.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +5.1% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +12.2% | +0.1% | +12.1% | +12.1% |
| 3M | +36.3% | +2.0% | +34.2% | +32.7% |
| 6M | +5.9% | +13.0% | -7.1% | -9.1% |
| YTD | -45.5% | +13.6% | -59.1% | -53.2% |
| 1Y | -58.9% | +20.1% | -79.0% | -67.0% |
| 3Y | -56.3% | +77.6% | -133.8% | -77.2% |
| 5Y | -72.2% | +82.4% | -154.7% | -85.3% |
| 10Y | +279.5% | +316.8% | -37.4% | +11.5% |
| All | +295.4% | +817.1% | -521.7% | -39.5% |
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