+545.1%
PFM vs VOO
+803.9%
-258.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.2% |
| 7D | +2.8% | +3.3% | -0.5% | +0.2% |
| 30D | +5.1% | -2.7% | +7.7% | +7.2% |
| 3M | +2.6% | -1.7% | +4.4% | +3.9% |
| 6M | +10.1% | +3.1% | +7.0% | +7.1% |
| YTD | +16.2% | +11.9% | +4.2% | +5.7% |
| 1Y | +16.5% | +12.1% | +4.4% | +5.9% |
| 3Y | +66.8% | +78.6% | -11.8% | +3.5% |
| 5Y | +66.0% | +73.8% | -7.8% | +4.3% |
| 10Y | +221.8% | +312.3% | -90.5% | -1.3% |
| All | +545.1% | +803.9% | -258.8% | +4.2% |
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