+208.0%
PBP vs VOO
+800.4%
-592.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +2.6% | +2.6% | 0.0% | +1.0% |
| 30D | -0.9% | -2.0% | +1.1% | +0.4% |
| 3M | +1.5% | -2.8% | +4.2% | +3.2% |
| 6M | +7.0% | +2.2% | +4.8% | +5.4% |
| YTD | +10.8% | +11.5% | -0.7% | +3.0% |
| 1Y | +15.7% | +13.5% | +2.3% | +6.3% |
| 3Y | +49.7% | +78.1% | -28.4% | +2.1% |
| 5Y | +45.0% | +73.1% | -28.2% | -0.4% |
| 10Y | +103.6% | +310.7% | -207.1% | -22.3% |
| All | +208.0% | +800.4% | -592.4% | -27.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling