+14.6%
PFFV vs VOO
+78.5%
-63.8%
-6.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.6% | +2.6% | -4.2% | -2.1% |
| 30D | -2.4% | -2.0% | -0.4% | -2.0% |
| 3M | -4.3% | -2.8% | -1.6% | -3.9% |
| 6M | -3.8% | +2.2% | -6.0% | -4.3% |
| YTD | -1.0% | +11.5% | -12.5% | -3.1% |
| 1Y | -1.1% | +13.5% | -14.6% | -3.5% |
| 3Y | +14.6% | +78.1% | -63.4% | +2.7% |
| All | +14.6% | +78.5% | -63.8% | +2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling