+463.3%
PBE vs VOO
+817.1%
-353.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | +6.5% | +0.1% | +6.4% | +6.4% |
| 3M | +17.1% | +2.0% | +15.1% | +14.4% |
| 6M | +22.5% | +13.0% | +9.5% | +8.0% |
| YTD | +20.1% | +13.6% | +6.6% | +5.3% |
| 1Y | +41.7% | +20.1% | +21.6% | +17.3% |
| 3Y | +61.1% | +77.6% | -16.5% | -11.3% |
| 5Y | +26.3% | +82.4% | -56.1% | -32.8% |
| 10Y | +150.0% | +316.8% | -166.8% | -47.9% |
| All | +463.3% | +817.1% | -353.8% | -50.7% |
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