-89.9%
PBK vs VOO
+14.7%
-104.6%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -3.4% |
| 7D | +10.3% | -0.7% | +11.1% | +12.2% |
| 30D | -28.9% | -1.1% | -27.8% | -26.9% |
| 3M | -69.8% | -0.3% | -69.5% | -69.7% |
| 6M | -72.9% | +7.4% | -80.2% | -77.2% |
| YTD | -91.2% | +13.4% | -104.5% | -93.4% |
| 1Y | -89.9% | +14.8% | -104.7% | -92.5% |
| All | -89.9% | +14.7% | -104.6% | -92.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling