+24.2%
PBFS vs VOO
+185.1%
-160.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.8% |
| 7D | -2.6% | -0.9% | -1.6% | -2.0% |
| 30D | +4.3% | -2.3% | +6.6% | +5.8% |
| 3M | +7.3% | -1.2% | +8.4% | +7.9% |
| 6M | +26.2% | +3.3% | +22.8% | +23.2% |
| YTD | +35.9% | +12.3% | +23.6% | +25.6% |
| 1Y | +36.0% | +12.5% | +23.5% | +25.4% |
| 3Y | +129.9% | +79.2% | +50.7% | +52.6% |
| 5Y | +41.1% | +75.7% | -34.5% | -6.3% |
| All | +24.2% | +185.1% | -160.9% | -46.1% |
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 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