+51.0%
PBI vs VOO
+325.3%
-274.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.6% |
| 7D | -2.0% | -0.8% | -1.2% | -0.9% |
| 30D | +2.8% | -1.1% | +3.8% | +4.3% |
| 3M | +0.1% | +3.9% | -3.8% | -5.1% |
| 6M | +64.9% | +13.6% | +51.3% | +38.1% |
| YTD | +64.7% | +12.7% | +52.0% | +39.5% |
| 1Y | +53.8% | +17.6% | +36.2% | +23.0% |
| 3Y | +561.2% | +77.3% | +483.9% | +203.7% |
| 5Y | +197.0% | +84.1% | +112.8% | +31.4% |
| All | +51.0% | +325.3% | -274.3% | -78.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling