+25.9%
PBOC vs VOO
+48.1%
-22.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.2% |
| 7D | -0.4% | -0.9% | +0.5% | -0.1% |
| 30D | -0.7% | -2.3% | +1.6% | +0.1% |
| 3M | +1.3% | -1.2% | +2.5% | +1.7% |
| 6M | +4.0% | +3.3% | +0.7% | +2.6% |
| YTD | +8.0% | +12.3% | -4.3% | +3.1% |
| 1Y | +9.1% | +12.5% | -3.4% | +4.0% |
| All | +25.9% | +48.1% | -22.2% | +7.1% |
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 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