-81.3%
PBK vs VOO
+17.3%
-98.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -4.7% |
| 7D | -12.4% | -2.0% | -10.4% | -7.5% |
| 30D | -22.3% | -1.7% | -20.6% | -18.9% |
| 3M | -56.7% | +4.7% | -61.5% | -62.2% |
| 6M | -50.6% | +12.6% | -63.2% | -62.3% |
| YTD | -80.6% | +11.8% | -92.4% | -84.8% |
| 1Y | -81.3% | +17.5% | -98.8% | -85.1% |
| All | -81.3% | +17.3% | -98.6% | -85.1% |
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