-100.0%
PPBT vs VOO
+339.7%
-439.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.4% | +3.3% |
| 7D | +8.4% | +0.5% | +7.9% | +8.1% |
| 30D | +25.9% | -0.9% | +26.8% | +26.8% |
| 3M | -38.4% | +3.9% | -42.2% | -40.9% |
| 6M | -62.3% | +14.5% | -76.8% | -66.6% |
| YTD | -72.6% | +13.0% | -85.6% | -75.5% |
| 1Y | -69.9% | +19.4% | -89.4% | -74.2% |
| 3Y | -99.2% | +78.9% | -178.1% | -99.5% |
| 5Y | -99.8% | +82.3% | -182.1% | -99.9% |
| 10Y | -100.0% | +314.2% | -414.2% | -100.0% |
| All | -100.0% | +339.7% | -439.6% | -100.0% |
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