+39.5%
PFS vs VOO
+314.4%
-274.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.7% |
| 7D | -2.0% | -0.9% | -1.1% | -1.3% |
| 30D | +4.1% | -2.3% | +6.4% | +6.2% |
| 3M | -6.0% | -1.2% | -4.8% | -5.2% |
| 6M | +6.5% | +3.3% | +3.1% | +2.5% |
| YTD | +20.3% | +12.3% | +8.0% | +6.5% |
| 1Y | +27.7% | +12.5% | +15.2% | +12.7% |
| 3Y | +85.4% | +79.2% | +6.3% | +4.2% |
| 5Y | +14.4% | +75.7% | -61.3% | -35.3% |
| 10Y | +39.5% | +313.7% | -274.1% | -69.4% |
| All | +39.5% | +314.4% | -274.9% | -69.4% |
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