-83.7%
PBYI vs VOO
+316.2%
-399.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | +5.4% | +0.1% | +5.3% | +5.2% |
| 30D | +19.5% | +0.1% | +19.5% | +19.4% |
| 3M | +36.2% | +2.0% | +34.2% | +32.4% |
| 6M | +49.2% | +13.0% | +36.2% | +29.0% |
| YTD | +60.5% | +13.6% | +46.9% | +37.9% |
| 1Y | +86.9% | +20.1% | +66.8% | +49.4% |
| 3Y | +158.1% | +77.6% | +80.5% | +27.5% |
| 5Y | +29.2% | +82.4% | -53.2% | -38.1% |
| All | -83.7% | +316.2% | -399.8% | -98.2% |
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