+50.1%
PBAM vs VOO
+12.4%
+37.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.6% | +0.1% |
| 7D | -1.0% | +0.1% | -1.0% | -0.8% |
| 30D | -0.2% | -3.3% | +3.1% | +0.7% |
| 3M | -0.8% | -2.4% | +1.6% | -0.1% |
| 6M | +13.5% | +2.6% | +10.9% | +13.1% |
| YTD | +47.9% | +11.3% | +36.6% | +44.5% |
| All | +50.1% | +12.4% | +37.7% | +46.4% |
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