-95.5%
PBM vs VOO
+20.9%
-116.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +3.7% |
| 7D | +7.8% | +0.1% | +7.7% | +7.3% |
| 30D | +38.0% | +0.1% | +37.9% | +37.0% |
| 3M | +23.0% | +2.0% | +21.0% | +14.4% |
| 6M | +75.3% | +13.0% | +62.3% | +15.0% |
| YTD | -84.6% | +13.6% | -98.1% | -84.0% |
| 1Y | -95.5% | +20.1% | -115.6% | -97.0% |
| All | -95.5% | +20.9% | -116.4% | -97.0% |
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 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