+15.1%
PBTP vs VOO
+67.9%
-52.8%
-5.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -0.3% | -2.7% | +2.4% | -0.3% |
| 30D | +0.8% | -5.4% | +6.1% | +0.9% |
| 3M | +0.3% | -4.1% | +4.3% | +0.4% |
| 6M | +0.2% | +0.7% | -0.5% | +0.2% |
| YTD | +2.1% | +8.7% | -6.6% | +1.9% |
| 1Y | +2.4% | +11.0% | -8.6% | +2.1% |
| 3Y | +15.1% | +75.5% | -60.3% | +12.8% |
| All | +15.1% | +67.9% | -52.8% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling