+310.8%
PBT vs VOO
+800.4%
-489.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.6% |
| 7D | +7.3% | +2.6% | +4.7% | +5.6% |
| 30D | -10.2% | -2.0% | -8.2% | -9.1% |
| 3M | -7.1% | -2.8% | -4.4% | -5.6% |
| 6M | +8.1% | +2.2% | +6.0% | +6.1% |
| YTD | +84.7% | +11.5% | +73.2% | +70.6% |
| 1Y | +62.6% | +13.5% | +49.1% | +48.4% |
| 3Y | +87.4% | +78.1% | +9.3% | +26.6% |
| 5Y | +345.2% | +73.1% | +272.1% | +203.3% |
| 10Y | +661.3% | +310.7% | +350.5% | +195.4% |
| All | +310.8% | +800.4% | -489.6% | -5.6% |
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 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