+177.0%
PFO vs VOO
+798.5%
-621.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.1% | +0.1% |
| 7D | +1.6% | +0.1% | +1.6% | +1.6% |
| 30D | +2.7% | -3.3% | +6.0% | +4.3% |
| 3M | -2.5% | -2.4% | -0.1% | -1.4% |
| 6M | -1.9% | +2.6% | -4.5% | -3.3% |
| YTD | -1.8% | +11.3% | -13.0% | -7.1% |
| 1Y | -1.8% | +13.4% | -15.2% | -8.0% |
| 3Y | +46.8% | +80.3% | -33.5% | +8.0% |
| 5Y | -2.6% | +72.7% | -75.3% | -27.5% |
| 10Y | +61.4% | +310.0% | -248.7% | -20.8% |
| All | +177.0% | +798.5% | -621.5% | -1.5% |
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