-3.7%
PFLT vs VOO
+82.8%
-86.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | 0.0% |
| 7D | -3.7% | -0.8% | -2.9% | -3.2% |
| 30D | -3.8% | -1.1% | -2.7% | -3.1% |
| 3M | -6.8% | +3.9% | -10.7% | -9.1% |
| 6M | -6.2% | +13.6% | -19.8% | -13.5% |
| YTD | -15.7% | +12.7% | -28.5% | -21.9% |
| 1Y | -20.0% | +17.6% | -37.6% | -27.8% |
| 3Y | -5.5% | +77.3% | -82.8% | -34.5% |
| All | -3.7% | +82.8% | -86.5% | -36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling