+96.9%
PFL vs VOO
+321.7%
-224.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | -2.1% | -2.0% | -0.1% | -1.1% |
| 30D | -4.0% | -1.7% | -2.3% | -3.2% |
| 3M | +0.1% | +4.7% | -4.7% | -2.3% |
| 6M | -4.6% | +12.6% | -17.1% | -10.3% |
| YTD | -4.6% | +11.8% | -16.4% | -10.1% |
| 1Y | -2.4% | +17.5% | -19.9% | -10.5% |
| 3Y | +32.7% | +77.0% | -44.3% | -3.6% |
| 5Y | +9.1% | +82.6% | -73.5% | -23.2% |
| All | +96.9% | +321.7% | -224.8% | -10.7% |
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