+33.7%
PBTP vs VOO
+248.8%
-215.1%
-5.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -0.2% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +0.5% | -3.3% | +3.9% | +0.6% |
| 3M | 0.0% | -2.4% | +2.4% | +0.1% |
| 6M | -0.1% | +2.6% | -2.7% | -0.1% |
| YTD | +1.9% | +11.3% | -9.4% | +1.6% |
| 1Y | +2.1% | +13.4% | -11.3% | +1.8% |
| 3Y | +15.3% | +80.3% | -65.0% | +13.3% |
| 5Y | +14.7% | +72.7% | -58.0% | +12.5% |
| All | +33.7% | +248.8% | -215.1% | +28.9% |
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