+520.1%
PFM vs VOO
+817.1%
-297.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -0.6% | +0.1% | -0.7% | -0.7% |
| 3M | +2.9% | +2.0% | +0.9% | +1.1% |
| 6M | +7.5% | +13.0% | -5.5% | -2.8% |
| YTD | +11.7% | +13.6% | -1.9% | +0.6% |
| 1Y | +16.5% | +20.1% | -3.6% | +0.2% |
| 3Y | +55.9% | +77.6% | -21.6% | -2.8% |
| 5Y | +64.5% | +82.4% | -17.9% | -0.5% |
| 10Y | +202.0% | +316.8% | -114.9% | -8.0% |
| All | +520.1% | +817.1% | -297.0% | -0.9% |
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