-27.9%
PGJ vs VOO
+9.9%
-37.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.4% | +5.0% | +3.9% |
| 7D | +6.5% | -4.7% | +11.2% | +10.3% |
| 30D | +2.4% | -5.9% | +8.2% | +7.2% |
| 3M | -11.7% | -4.5% | -7.2% | -8.7% |
| 6M | -15.8% | +1.9% | -17.6% | -18.5% |
| YTD | -22.1% | +8.4% | -30.5% | -29.8% |
| 1Y | -27.9% | +9.5% | -37.4% | -35.7% |
| All | -27.9% | +9.9% | -37.8% | -35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling