+24.4%
PBFS vs VOO
+176.0%
-151.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.4% |
| 7D | +1.8% | -2.7% | +4.5% | +3.5% |
| 30D | +5.9% | -5.4% | +11.3% | +9.6% |
| 3M | +6.3% | -4.1% | +10.3% | +8.9% |
| 6M | +25.6% | +0.7% | +24.9% | +24.6% |
| YTD | +36.1% | +8.7% | +27.4% | +28.4% |
| 1Y | +39.5% | +11.0% | +28.6% | +29.8% |
| 3Y | +118.5% | +75.5% | +43.0% | +46.8% |
| 5Y | +41.2% | +68.4% | -27.2% | -3.4% |
| All | +24.4% | +176.0% | -151.6% | -44.9% |
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