+96.5%
PJP vs VOO
+78.5%
+18.0%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | +3.4% | +2.6% | +0.8% | +2.0% |
| 30D | +6.2% | -2.0% | +8.2% | +7.3% |
| 3M | +5.4% | -2.8% | +8.1% | +6.9% |
| 6M | +21.5% | +2.2% | +19.3% | +19.7% |
| YTD | +26.3% | +11.5% | +14.8% | +18.3% |
| 1Y | +30.3% | +13.5% | +16.9% | +20.9% |
| 3Y | +96.5% | +78.1% | +18.4% | +36.7% |
| All | +96.5% | +78.5% | +18.0% | +36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling