+165.9%
PBA vs VOO
+314.0%
-148.1%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.1% |
| 7D | +0.3% | +0.5% | -0.3% | -0.3% |
| 30D | +3.5% | -0.9% | +4.4% | +4.3% |
| 3M | +2.8% | +3.9% | -1.1% | -1.5% |
| 6M | +12.8% | +14.5% | -1.7% | -2.1% |
| YTD | +32.1% | +13.0% | +19.2% | +15.9% |
| 1Y | +32.1% | +19.4% | +12.7% | +9.3% |
| 3Y | +83.2% | +78.9% | +4.3% | -4.1% |
| 5Y | +101.1% | +82.3% | +18.8% | +0.4% |
| 10Y | +165.9% | +314.2% | -148.3% | -48.2% |
| All | +165.9% | +314.0% | -148.1% | -48.2% |
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