+70.5%
PFS vs VOO
+77.8%
-7.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | -4.6% | +0.1% | -4.7% | -4.7% |
| 3M | +7.2% | +2.0% | +5.2% | +4.8% |
| 6M | +12.4% | +13.0% | -0.7% | -1.3% |
| YTD | +23.9% | +13.6% | +10.3% | +8.3% |
| 1Y | +23.2% | +20.1% | +3.1% | +1.2% |
| All | +70.5% | +77.8% | -7.3% | -11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling