+276.2%
PG vs VOO
+807.8%
-531.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.8% |
| 7D | -3.4% | -0.4% | -3.0% | -3.2% |
| 30D | -2.6% | -1.4% | -1.2% | -1.9% |
| 3M | -3.3% | +3.7% | -7.1% | -5.2% |
| 6M | -6.7% | +13.0% | -19.8% | -12.6% |
| YTD | +1.7% | +12.4% | -10.7% | -4.5% |
| 1Y | -7.9% | +18.6% | -26.5% | -16.2% |
| 3Y | +0.9% | +78.1% | -77.1% | -27.6% |
| 5Y | +12.6% | +82.3% | -69.6% | -21.4% |
| 10Y | +117.2% | +322.5% | -205.3% | -9.1% |
| All | +276.2% | +807.8% | -531.7% | +4.3% |
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