+25.7%
PBFS vs VOO
+188.3%
-162.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.1% |
| 7D | +5.2% | +0.1% | +5.1% | +5.1% |
| 30D | +8.0% | +0.1% | +7.9% | +7.9% |
| 3M | +14.9% | +2.0% | +12.9% | +13.2% |
| 6M | +26.0% | +13.0% | +13.0% | +16.2% |
| YTD | +37.5% | +13.6% | +24.0% | +26.3% |
| 1Y | +40.5% | +20.1% | +20.4% | +24.2% |
| 3Y | +104.9% | +77.6% | +27.3% | +36.9% |
| 5Y | +41.2% | +82.4% | -41.2% | -9.0% |
| All | +25.7% | +188.3% | -162.6% | -45.8% |
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 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