-99.2%
PPBT vs VOO
+78.5%
-177.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.7% |
| 7D | +24.4% | +2.6% | +21.9% | +23.1% |
| 30D | +32.5% | -2.0% | +34.5% | +33.5% |
| 3M | +9.0% | -2.8% | +11.8% | +10.3% |
| 6M | -58.7% | +2.2% | -60.9% | -59.5% |
| YTD | -75.2% | +11.5% | -86.7% | -77.0% |
| 1Y | -78.0% | +13.5% | -91.5% | -79.7% |
| 3Y | -99.2% | +78.1% | -177.3% | -99.5% |
| All | -99.2% | +78.5% | -177.7% | -99.5% |
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