+57.9%
PAUG vs VOO
+82.8%
-25.0%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | 0.0% |
| 7D | -0.4% | -0.8% | +0.4% | 0.0% |
| 30D | -0.2% | -1.1% | +0.9% | +0.4% |
| 3M | +3.0% | +3.9% | -0.8% | +1.1% |
| 6M | +7.6% | +13.6% | -6.0% | +0.8% |
| YTD | +7.8% | +12.7% | -4.9% | +1.4% |
| 1Y | +10.6% | +17.6% | -7.0% | +1.7% |
| 3Y | +46.3% | +77.3% | -31.0% | +9.2% |
| All | +57.9% | +82.8% | -25.0% | +14.3% |
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