+301.4%
PBT vs VOO
+803.9%
-502.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.6% |
| 7D | +6.4% | +3.3% | +3.2% | +4.3% |
| 30D | -14.2% | -2.7% | -11.5% | -12.8% |
| 3M | -9.0% | -1.7% | -7.3% | -8.2% |
| 6M | +8.7% | +3.1% | +5.6% | +6.0% |
| YTD | +80.5% | +11.9% | +68.6% | +66.3% |
| 1Y | +57.5% | +12.1% | +45.5% | +45.0% |
| 3Y | +91.8% | +78.6% | +13.2% | +29.4% |
| 5Y | +335.0% | +73.8% | +261.2% | +195.7% |
| 10Y | +643.9% | +312.3% | +331.6% | +187.9% |
| All | +301.4% | +803.9% | -502.4% | -7.9% |
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