+34.3%
PBA vs VOO
+12.4%
+21.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | +1.2% |
| 7D | -3.3% | +0.1% | -3.3% | -3.1% |
| 30D | +3.0% | -3.3% | +6.3% | +2.4% |
| 3M | +3.7% | -2.4% | +6.1% | +3.4% |
| 6M | +9.0% | +2.6% | +6.4% | +9.7% |
| YTD | +32.4% | +11.3% | +21.2% | +34.6% |
| All | +34.3% | +12.4% | +21.9% | +36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling