+17.3%
PVLA vs VOO
+325.3%
-308.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.2% |
| 7D | -4.5% | -0.8% | -3.8% | -3.7% |
| 30D | -3.2% | -1.1% | -2.1% | -1.9% |
| 3M | +41.1% | +3.9% | +37.2% | +35.2% |
| 6M | +7.5% | +13.6% | -6.2% | -6.6% |
| YTD | +43.4% | +12.7% | +30.7% | +25.8% |
| 1Y | +156.9% | +17.6% | +139.3% | +115.3% |
| 3Y | +493.9% | +77.3% | +416.5% | +191.1% |
| 5Y | -67.1% | +84.1% | -151.3% | -84.5% |
| All | +17.3% | +325.3% | -308.0% | -81.0% |
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