+131.5%
PVAL vs VOO
+94.0%
+37.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.1% | +0.4% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +2.0% | -3.3% | +5.3% | +4.7% |
| 3M | +1.6% | -2.4% | +4.0% | +3.5% |
| 6M | +12.0% | +2.6% | +9.4% | +9.5% |
| YTD | +21.6% | +11.3% | +10.4% | +11.2% |
| 1Y | +27.7% | +13.4% | +14.3% | +14.9% |
| 3Y | +98.3% | +80.3% | +18.0% | +21.3% |
| 5Y | +110.5% | +72.7% | +37.8% | +32.7% |
| All | +131.5% | +94.0% | +37.5% | +29.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling