+9.7%
PB vs VOO
+67.9%
-58.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.4% |
| 7D | -0.2% | -2.7% | +2.6% | +1.8% |
| 30D | +9.0% | -5.4% | +14.3% | +13.2% |
| 3M | -2.2% | -4.1% | +1.9% | +0.6% |
| 6M | +4.3% | +0.7% | +3.5% | +3.1% |
| YTD | +6.7% | +8.7% | -2.0% | -0.6% |
| 1Y | +12.4% | +11.0% | +1.4% | +3.0% |
| 3Y | +39.7% | +75.5% | -35.7% | -10.0% |
| All | +9.7% | +67.9% | -58.2% | -27.8% |
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