+91.3%
PBA vs VOO
+72.6%
+18.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | +4.2% | +2.6% | +1.6% | +2.9% |
| 30D | +3.7% | -2.0% | +5.7% | +4.6% |
| 3M | +4.0% | -2.8% | +6.8% | +5.3% |
| 6M | +8.9% | +2.2% | +6.7% | +7.2% |
| YTD | +36.7% | +11.5% | +25.2% | +28.0% |
| 1Y | +37.8% | +13.5% | +24.3% | +27.7% |
| 3Y | +78.5% | +78.1% | +0.4% | +22.3% |
| All | +91.3% | +72.6% | +18.7% | +29.8% |
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