-93.9%
PBK vs VOO
+50.2%
-144.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -5.5% |
| 7D | -12.2% | -2.0% | -10.3% | -10.3% |
| 30D | -22.2% | -1.7% | -20.5% | -20.8% |
| 3M | -56.7% | +4.7% | -61.4% | -58.6% |
| 6M | -50.6% | +12.6% | -63.1% | -54.8% |
| YTD | -80.6% | +11.8% | -92.4% | -82.1% |
| 1Y | -81.2% | +17.5% | -98.8% | -83.1% |
| All | -93.9% | +50.2% | -144.1% | -95.3% |
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