+82.3%
PFGC vs VOO
+78.5%
+3.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | +3.4% | +2.6% | +0.8% | +1.5% |
| 30D | +16.9% | -2.0% | +18.9% | +18.5% |
| 3M | +6.4% | -2.8% | +9.2% | +8.4% |
| 6M | +16.0% | +2.2% | +13.8% | +13.3% |
| YTD | +23.6% | +11.5% | +12.1% | +12.4% |
| 1Y | +16.6% | +13.5% | +3.1% | +4.4% |
| 3Y | +82.3% | +78.1% | +4.2% | +9.0% |
| All | +82.3% | +78.5% | +3.8% | +9.0% |
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