+419.1%
PFGC vs VOO
+386.3%
+32.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | -11.9% | +0.1% | -12.0% | -12.1% |
| 3M | +5.0% | +2.0% | +3.0% | +1.7% |
| 6M | +8.6% | +13.0% | -4.4% | -7.2% |
| YTD | +9.7% | +13.6% | -3.9% | -7.0% |
| 1Y | -6.3% | +20.1% | -26.4% | -26.3% |
| 3Y | +58.2% | +77.6% | -19.3% | -25.7% |
| 5Y | +110.4% | +82.4% | +28.0% | -4.5% |
| 10Y | +272.8% | +316.8% | -44.1% | -23.6% |
| All | +419.1% | +386.3% | +32.8% | -8.3% |
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