+131.6%
PVAL vs VOO
+94.4%
+37.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.3% |
| 7D | +2.3% | +2.6% | -0.3% | +0.3% |
| 30D | +2.1% | -2.0% | +4.1% | +3.6% |
| 3M | +1.4% | -2.8% | +4.1% | +3.6% |
| 6M | +11.3% | +2.2% | +9.2% | +9.2% |
| YTD | +21.7% | +11.5% | +10.2% | +11.1% |
| 1Y | +27.0% | +13.5% | +13.5% | +14.2% |
| 3Y | +96.2% | +78.1% | +18.1% | +21.3% |
| 5Y | +109.7% | +73.1% | +36.6% | +32.0% |
| All | +131.6% | +94.4% | +37.2% | +29.5% |
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 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