+28.1%
PFFV vs VOO
+171.8%
-143.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.6% | +2.6% | -4.2% | -2.3% |
| 30D | -2.4% | -2.0% | -0.4% | -1.9% |
| 3M | -4.3% | -2.8% | -1.6% | -3.7% |
| 6M | -3.8% | +2.2% | -6.0% | -4.5% |
| YTD | -1.0% | +11.5% | -12.5% | -4.0% |
| 1Y | -1.1% | +13.5% | -14.6% | -4.5% |
| 3Y | +14.6% | +78.1% | -63.4% | -3.3% |
| 5Y | +6.3% | +73.1% | -66.8% | -11.1% |
| All | +28.1% | +171.8% | -143.6% | -3.7% |
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 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