+15.0%
PFS vs VOO
+72.8%
-57.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | +0.1% | -0.6% | +0.7% | +0.5% |
| 30D | +4.8% | -3.6% | +8.4% | +7.9% |
| 3M | -4.0% | -2.7% | -1.2% | -2.0% |
| 6M | +5.5% | +2.2% | +3.3% | +3.0% |
| YTD | +20.9% | +10.9% | +10.0% | +10.1% |
| 1Y | +29.9% | +11.3% | +18.6% | +17.8% |
| 3Y | +86.3% | +76.9% | +9.4% | +18.2% |
| 5Y | +15.0% | +73.5% | -58.5% | -28.9% |
| All | +15.0% | +72.8% | -57.8% | -28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling