-27.8%
PAX vs VOO
+116.6%
-144.3%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.1% |
| 7D | -0.4% | +0.5% | -1.0% | -1.0% |
| 30D | -1.5% | -0.9% | -0.5% | -0.5% |
| 3M | -0.3% | +3.9% | -4.2% | -4.2% |
| 6M | -3.7% | +14.5% | -18.2% | -16.1% |
| YTD | -26.7% | +13.0% | -39.6% | -35.1% |
| 1Y | -16.2% | +19.4% | -35.6% | -29.9% |
| 3Y | -8.0% | +78.9% | -86.9% | -48.4% |
| 5Y | -13.7% | +82.3% | -95.9% | -52.5% |
| All | -27.8% | +116.6% | -144.3% | -71.0% |
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