+15.9%
PFLD vs VOO
+171.8%
-155.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | +0.3% |
| 7D | -0.1% | -0.8% | +0.7% | +0.2% |
| 30D | +0.2% | -1.1% | +1.3% | +0.6% |
| 3M | +0.7% | +3.9% | -3.2% | -0.6% |
| 6M | +2.0% | +13.6% | -11.6% | -2.5% |
| YTD | +3.2% | +12.7% | -9.5% | -1.1% |
| 1Y | +4.3% | +17.6% | -13.3% | -1.5% |
| 3Y | +13.9% | +77.3% | -63.4% | -8.4% |
| 5Y | +4.7% | +84.1% | -79.4% | -18.0% |
| All | +15.9% | +171.8% | -155.9% | -30.3% |
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 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