+662.0%
PBR vs VOO
+325.3%
+336.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.8% |
| 7D | +5.4% | -0.8% | +6.1% | +6.2% |
| 30D | +22.9% | -1.1% | +23.9% | +24.1% |
| 3M | +19.6% | +3.9% | +15.7% | +13.8% |
| 6M | +16.5% | +13.6% | +2.8% | -0.9% |
| YTD | +86.7% | +12.7% | +73.9% | +59.9% |
| 1Y | +74.7% | +17.6% | +57.1% | +42.0% |
| 3Y | +102.6% | +77.3% | +25.3% | -3.3% |
| 5Y | +566.6% | +84.1% | +482.5% | +187.0% |
| All | +662.0% | +325.3% | +336.7% | -16.6% |
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