+245.3%
PB vs VOO
+777.9%
-532.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.5% |
| 7D | -0.2% | -2.7% | +2.6% | +2.7% |
| 30D | +9.0% | -5.4% | +14.3% | +15.3% |
| 3M | -2.2% | -4.1% | +1.9% | +1.9% |
| 6M | +4.3% | +0.7% | +3.5% | +2.4% |
| YTD | +6.7% | +8.7% | -2.0% | -3.7% |
| 1Y | +12.4% | +11.0% | +1.4% | -1.0% |
| 3Y | +39.7% | +75.5% | -35.7% | -27.1% |
| 5Y | +9.1% | +68.4% | -59.2% | -41.4% |
| 10Y | +80.0% | +315.7% | -235.7% | -68.9% |
| All | +245.3% | +777.9% | -532.5% | -77.9% |
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