+55.7%
PBF vs VOO
+77.0%
-21.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | 0.0% |
| 7D | +1.4% | -0.4% | +1.7% | +1.6% |
| 30D | +15.8% | -1.4% | +17.2% | +17.0% |
| 3M | +90.3% | +3.7% | +86.6% | +84.3% |
| 6M | +102.8% | +13.0% | +89.8% | +80.5% |
| YTD | +187.3% | +12.4% | +174.9% | +156.6% |
| 1Y | +161.8% | +18.6% | +143.2% | +120.1% |
| All | +55.7% | +77.0% | -21.3% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling