-51.1%
PVL vs VOO
+699.8%
-750.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +1.5% | +0.1% | +1.4% | +1.4% |
| 30D | +8.6% | +0.1% | +8.5% | +8.5% |
| 3M | +1.2% | +2.0% | -0.8% | -0.1% |
| 6M | +16.7% | +13.0% | +3.7% | +8.5% |
| YTD | +8.9% | +13.6% | -4.7% | +0.8% |
| 1Y | +2.8% | +20.1% | -17.3% | -7.9% |
| 3Y | -9.8% | +77.6% | -87.3% | -36.3% |
| 5Y | +68.3% | +82.4% | -14.2% | +15.4% |
| 10Y | +104.3% | +316.8% | -212.6% | -10.2% |
| All | -51.1% | +699.8% | -750.9% | -86.6% |
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