+33.3%
PBTP vs VOO
+252.1%
-218.8%
-5.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -0.4% | -0.9% | +0.5% | -0.3% |
| 30D | +0.2% | -2.3% | +2.5% | +0.3% |
| 3M | -0.3% | -1.2% | +0.9% | -0.2% |
| 6M | -0.4% | +3.3% | -3.8% | -0.5% |
| YTD | +1.6% | +12.3% | -10.7% | +1.3% |
| 1Y | +1.6% | +12.5% | -10.9% | +1.3% |
| 3Y | +14.9% | +79.2% | -64.3% | +12.9% |
| 5Y | +14.3% | +75.7% | -61.4% | +12.1% |
| All | +33.3% | +252.1% | -218.8% | +28.4% |
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