-23.6%
PBYI vs VOO
+623.1%
-646.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.0% | +2.6% |
| 7D | +0.7% | -0.7% | +1.4% | +1.6% |
| 30D | +10.5% | -1.1% | +11.6% | +12.0% |
| 3M | +37.1% | -0.3% | +37.4% | +37.5% |
| 6M | +42.0% | +7.4% | +34.6% | +29.3% |
| YTD | +79.7% | +13.4% | +66.3% | +53.4% |
| 1Y | +118.2% | +14.8% | +103.4% | +82.3% |
| 3Y | +284.5% | +83.3% | +201.2% | +74.6% |
| 5Y | +67.3% | +76.1% | -8.8% | -19.6% |
| 10Y | -70.5% | +333.4% | -403.9% | -96.1% |
| All | -23.6% | +623.1% | -646.7% | -92.4% |
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 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