+229.5%
PFL vs VOO
+817.1%
-587.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | -1.9% | +0.1% | -2.0% | -2.0% |
| 3M | +0.5% | +2.0% | -1.5% | -0.5% |
| 6M | -4.6% | +13.0% | -17.6% | -10.0% |
| YTD | -3.2% | +13.6% | -16.8% | -8.9% |
| 1Y | -0.8% | +20.1% | -20.9% | -9.2% |
| 3Y | +35.2% | +77.6% | -42.4% | +1.4% |
| 5Y | +11.3% | +82.4% | -71.2% | -18.6% |
| 10Y | +99.9% | +316.8% | -216.9% | +0.2% |
| All | +229.5% | +817.1% | -587.5% | +26.0% |
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 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