+104.3%
PBR vs VOO
+75.9%
+28.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.4% |
| 7D | +4.2% | -2.0% | +6.2% | +5.1% |
| 30D | +22.7% | -1.7% | +24.4% | +23.6% |
| 3M | +21.5% | +4.7% | +16.8% | +18.5% |
| 6M | +24.0% | +12.6% | +11.4% | +16.1% |
| YTD | +88.2% | +11.8% | +76.5% | +76.7% |
| 1Y | +74.8% | +17.5% | +57.3% | +58.8% |
| All | +104.3% | +75.9% | +28.4% | +44.0% |
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