+17.3%
PBJ vs VOO
+74.6%
-57.3%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -1.2% | +3.3% | -4.4% | -2.6% |
| 30D | +2.3% | -2.7% | +4.9% | +3.4% |
| 3M | +0.8% | -1.7% | +2.5% | +1.4% |
| 6M | -1.3% | +3.1% | -4.4% | -3.0% |
| YTD | +7.1% | +11.9% | -4.8% | +1.0% |
| 1Y | +9.2% | +12.1% | -2.9% | +2.8% |
| 3Y | +16.9% | +78.6% | -61.7% | -13.6% |
| 5Y | +17.3% | +73.8% | -56.5% | -14.0% |
| All | +17.3% | +74.6% | -57.3% | -14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling