+91.6%
PVL vs VOO
+311.2%
-219.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.4% |
| 7D | +1.7% | +3.3% | -1.6% | -0.1% |
| 30D | +1.4% | -2.7% | +4.1% | +2.7% |
| 3M | +6.8% | -1.7% | +8.5% | +7.5% |
| 6M | -4.0% | +3.1% | -7.2% | -6.1% |
| YTD | +9.0% | +11.9% | -3.0% | +1.5% |
| 1Y | +9.7% | +12.1% | -2.3% | +2.2% |
| 3Y | +8.5% | +78.6% | -70.0% | -23.7% |
| 5Y | +35.7% | +73.8% | -38.0% | -4.3% |
| All | +91.6% | +311.2% | -219.6% | -2.5% |
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