+96.2%
PBW vs VOO
+321.7%
-225.5%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.0% |
| 7D | -2.2% | -2.0% | -0.2% | +0.7% |
| 30D | -11.9% | -1.7% | -10.2% | -9.6% |
| 3M | -17.6% | +4.7% | -22.3% | -22.4% |
| 6M | -4.6% | +12.6% | -17.1% | -18.1% |
| YTD | +1.7% | +11.8% | -10.1% | -11.5% |
| 1Y | +26.3% | +17.5% | +8.8% | +3.3% |
| 3Y | -6.6% | +77.0% | -83.5% | -55.9% |
| 5Y | -56.6% | +82.6% | -139.2% | -79.5% |
| All | +96.2% | +321.7% | -225.5% | -64.5% |
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