+54.6%
PFS vs VOO
+317.9%
-263.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.9% | -0.8% |
| 7D | -1.1% | +0.1% | -1.2% | -1.3% |
| 30D | +5.4% | -3.3% | +8.7% | +8.7% |
| 3M | -3.9% | -2.4% | -1.5% | -1.9% |
| 6M | +6.1% | +2.6% | +3.5% | +2.9% |
| YTD | +21.6% | +11.3% | +10.4% | +8.6% |
| 1Y | +30.4% | +13.4% | +16.9% | +14.1% |
| 3Y | +86.3% | +80.3% | +6.0% | +4.0% |
| 5Y | +16.6% | +72.7% | -56.1% | -32.9% |
| 10Y | +54.6% | +310.0% | -255.4% | -64.1% |
| All | +54.6% | +317.9% | -263.3% | -64.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling