-79.5%
PFX vs VOO
+694.9%
-774.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | 0.0% |
| 7D | -12.7% | +0.1% | -12.8% | -12.8% |
| 30D | -0.3% | +0.1% | -0.4% | -0.3% |
| 3M | +1.1% | +2.0% | -0.9% | -0.4% |
| 6M | +6.1% | +13.0% | -6.9% | -2.1% |
| YTD | +4.3% | +13.6% | -9.3% | -4.2% |
| 1Y | -4.5% | +20.1% | -24.6% | -15.5% |
| 3Y | +28.5% | +77.6% | -49.1% | -14.6% |
| 5Y | +18.0% | +82.4% | -64.4% | -25.4% |
| 10Y | -67.3% | +316.8% | -384.1% | -89.3% |
| All | -79.5% | +694.9% | -774.4% | -96.0% |
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