+127.3%
PVAL vs VOO
+98.0%
+29.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.2% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -0.1% | +0.1% | -0.2% | -0.2% |
| 3M | +5.7% | +2.0% | +3.7% | +3.9% |
| 6M | +13.3% | +13.0% | +0.3% | +2.5% |
| YTD | +19.5% | +13.6% | +5.9% | +7.5% |
| 1Y | +30.2% | +20.1% | +10.1% | +11.9% |
| 3Y | +87.4% | +77.6% | +9.8% | +16.3% |
| 5Y | +117.6% | +82.4% | +35.2% | +30.9% |
| All | +127.3% | +98.0% | +29.3% | +25.4% |
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