-33.7%
PFAI vs VOO
+48.5%
-82.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | -12.8% | -0.4% | -12.5% | -12.7% |
| 30D | +10.0% | -1.4% | +11.3% | +10.5% |
| 3M | -30.3% | +3.7% | -34.0% | -31.3% |
| 6M | +26.2% | +13.0% | +13.2% | +17.0% |
| YTD | +27.6% | +12.4% | +15.2% | +18.8% |
| 1Y | +44.0% | +18.6% | +25.4% | +37.5% |
| All | -33.7% | +48.5% | -82.2% | -13.7% |
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