+26.4%
PUBM vs VOO
+77.4%
-51.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.4% |
| 7D | -0.1% | -0.8% | +0.7% | +1.0% |
| 30D | -4.0% | -1.1% | -2.9% | -2.6% |
| 3M | +46.3% | +3.9% | +42.4% | +39.1% |
| 6M | +95.8% | +13.6% | +82.2% | +64.5% |
| YTD | +85.9% | +12.7% | +73.2% | +58.0% |
| 1Y | +93.5% | +17.6% | +76.0% | +56.0% |
| 3Y | +26.4% | +77.3% | -51.0% | -41.7% |
| All | +26.4% | +77.4% | -51.0% | -41.7% |
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