+464.9%
PBAM vs VOO
+315.9%
+149.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +5.1% | +0.1% | +5.0% | +5.1% |
| 3M | +25.2% | +2.0% | +23.2% | +24.9% |
| 6M | +32.9% | +13.0% | +19.9% | +30.9% |
| YTD | +56.6% | +13.6% | +43.0% | +54.2% |
| 1Y | +57.5% | +20.1% | +37.4% | +54.1% |
| 3Y | +177.2% | +77.6% | +99.7% | +159.4% |
| 5Y | +260.5% | +82.4% | +178.1% | +235.4% |
| All | +464.9% | +315.9% | +149.0% | +376.1% |
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