-95.7%
PBM vs VOO
+18.2%
-113.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.8% | +7.8% | +6.1% |
| 7D | +18.9% | -0.8% | +19.7% | +21.7% |
| 30D | +61.2% | -1.1% | +62.3% | +65.8% |
| 3M | +54.7% | +3.9% | +50.8% | +34.0% |
| 6M | +116.9% | +13.6% | +103.2% | +36.0% |
| YTD | -81.6% | +12.7% | -94.4% | -80.5% |
| 1Y | -95.7% | +17.6% | -113.3% | -97.1% |
| All | -95.7% | +18.2% | -113.9% | -97.1% |
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