+65.7%
PBW vs VOO
+309.6%
-243.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -1.9% |
| 7D | -4.6% | +2.6% | -7.2% | -8.0% |
| 30D | -2.9% | -2.0% | -0.9% | +0.3% |
| 3M | -27.5% | -2.8% | -24.7% | -24.0% |
| 6M | -39.6% | +2.2% | -41.7% | -40.4% |
| YTD | -16.8% | +11.5% | -28.3% | -27.0% |
| 1Y | -15.4% | +13.5% | -28.9% | -27.4% |
| 3Y | +6.7% | +78.1% | -71.4% | -50.0% |
| 5Y | -70.4% | +73.1% | -143.5% | -85.0% |
| All | +65.7% | +309.6% | -243.9% | -71.1% |
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