+17.8%
PFM vs VOO
+12.1%
+5.7%
-7.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +3.2% | +2.6% | +0.7% | +1.7% |
| 30D | +4.9% | -2.0% | +6.8% | +6.0% |
| 3M | +2.3% | -2.8% | +5.1% | +3.9% |
| 6M | +10.2% | +2.2% | +8.1% | +8.6% |
| YTD | +16.2% | +11.5% | +4.7% | +7.6% |
| 1Y | +17.8% | +13.5% | +4.3% | +7.7% |
| All | +17.8% | +12.1% | +5.7% | +7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling