+246.9%
PB vs VOO
+817.1%
-570.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | -2.4% | +0.1% | -2.5% | -2.5% |
| 3M | +6.8% | +2.0% | +4.8% | +4.0% |
| 6M | +6.2% | +13.0% | -6.8% | -7.7% |
| YTD | +7.2% | +13.6% | -6.4% | -7.4% |
| 1Y | +9.5% | +20.1% | -10.5% | -11.1% |
| 3Y | +38.2% | +77.6% | -39.3% | -28.4% |
| 5Y | +22.6% | +82.4% | -59.8% | -39.8% |
| 10Y | +73.5% | +316.8% | -243.3% | -69.7% |
| All | +246.9% | +817.1% | -570.2% | -78.7% |
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