+100.3%
PBT vs VOO
+18.2%
+82.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.3% |
| 7D | +3.7% | -0.8% | +4.5% | +3.7% |
| 30D | +6.2% | -1.1% | +7.2% | +6.2% |
| 3M | +23.6% | +3.9% | +19.7% | +23.6% |
| 6M | +71.7% | +13.6% | +58.1% | +70.9% |
| YTD | +110.6% | +12.7% | +97.9% | +110.4% |
| 1Y | +100.3% | +17.6% | +82.7% | +97.0% |
| All | +100.3% | +18.2% | +82.1% | +97.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling