-31.5%
PAX vs VOO
+116.1%
-147.6%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -2.1% |
| 7D | -4.7% | -0.8% | -3.9% | -3.9% |
| 30D | -4.4% | -1.1% | -3.3% | -3.3% |
| 3M | -6.3% | +3.9% | -10.2% | -9.9% |
| 6M | -8.6% | +13.6% | -22.3% | -19.7% |
| YTD | -30.5% | +12.7% | -43.2% | -38.3% |
| 1Y | -22.9% | +17.6% | -40.5% | -34.6% |
| 3Y | -13.2% | +77.3% | -90.5% | -50.9% |
| 5Y | -20.0% | +84.1% | -104.1% | -56.6% |
| All | -31.5% | +116.1% | -147.6% | -72.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling