+751.4%
PBT vs VOO
+321.7%
+429.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.2% |
| 7D | +3.3% | -2.0% | +5.3% | +4.7% |
| 30D | +8.7% | -1.7% | +10.4% | +9.9% |
| 3M | +23.8% | +4.7% | +19.0% | +19.8% |
| 6M | +79.7% | +12.6% | +67.2% | +64.8% |
| YTD | +111.2% | +11.8% | +99.5% | +94.6% |
| 1Y | +97.8% | +17.5% | +80.3% | +75.8% |
| 3Y | +82.5% | +77.0% | +5.5% | +22.1% |
| 5Y | +714.3% | +82.6% | +631.8% | +427.8% |
| All | +751.4% | +321.7% | +429.7% | +208.5% |
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