+128.6%
PBR vs VOO
+812.0%
-683.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +4.2% |
| 7D | +2.5% | +0.5% | +1.9% | +1.7% |
| 30D | +19.4% | -0.9% | +20.3% | +20.6% |
| 3M | +20.8% | +3.9% | +16.9% | +14.1% |
| 6M | +23.5% | +14.5% | +8.9% | +1.7% |
| YTD | +83.4% | +13.0% | +70.4% | +53.4% |
| 1Y | +77.6% | +19.4% | +58.1% | +37.4% |
| 3Y | +99.9% | +78.9% | +21.0% | -13.9% |
| 5Y | +567.7% | +82.3% | +485.4% | +161.8% |
| 10Y | +621.5% | +314.2% | +307.3% | -17.2% |
| All | +128.6% | +812.0% | -683.4% | -89.3% |
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