+108.3%
PJFV vs VOO
+100.5%
+7.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.6% |
| 7D | +0.3% | -0.8% | +1.1% | +1.0% |
| 30D | -1.1% | -1.1% | -0.1% | -0.2% |
| 3M | +5.7% | +3.9% | +1.8% | +2.3% |
| 6M | +18.8% | +13.6% | +5.1% | +6.4% |
| YTD | +22.0% | +12.7% | +9.3% | +10.1% |
| 1Y | +29.2% | +17.6% | +11.6% | +12.4% |
| 3Y | +91.9% | +77.3% | +14.6% | +17.0% |
| All | +108.3% | +100.5% | +7.7% | +13.3% |
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 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