+25.1%
PBOC vs VOO
+49.0%
-23.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.2% |
| 7D | +0.3% | +0.5% | -0.2% | +0.1% |
| 30D | +0.7% | -0.9% | +1.6% | +1.0% |
| 3M | +2.9% | +3.9% | -1.0% | +1.4% |
| 6M | +7.7% | +14.5% | -6.9% | +2.1% |
| YTD | +7.3% | +13.0% | -5.6% | +2.3% |
| 1Y | +10.1% | +19.4% | -9.3% | +2.8% |
| All | +25.1% | +49.0% | -23.9% | +6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling