+385.3%
PBA vs VOO
+781.0%
-395.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +2.7% | +0.1% | +2.6% | +2.5% |
| 3M | -0.6% | +2.0% | -2.6% | -2.9% |
| 6M | +11.3% | +13.0% | -1.8% | -1.4% |
| YTD | +30.1% | +13.6% | +16.5% | +14.6% |
| 1Y | +31.0% | +20.1% | +11.0% | +9.3% |
| 3Y | +76.8% | +77.6% | -0.8% | -1.3% |
| 5Y | +97.6% | +82.4% | +15.2% | +5.2% |
| 10Y | +161.3% | +316.8% | -155.5% | -33.5% |
| All | +385.3% | +781.0% | -395.7% | -22.3% |
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