+33.8%
PFFR vs VOO
+286.7%
-253.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | -1.2% | -2.0% | +0.8% | -0.3% |
| 30D | -1.5% | -1.7% | +0.2% | -0.8% |
| 3M | -0.1% | +4.7% | -4.8% | -2.2% |
| 6M | +1.0% | +12.6% | -11.6% | -4.5% |
| YTD | +1.0% | +11.8% | -10.8% | -4.2% |
| 1Y | -1.0% | +17.5% | -18.5% | -8.3% |
| 3Y | +24.6% | +77.0% | -52.4% | -6.3% |
| 5Y | +3.9% | +82.6% | -78.7% | -24.2% |
| All | +33.8% | +286.7% | -253.0% | -31.1% |
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