-30.8%
PVLA vs VOO
+352.8%
-383.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.5% |
| 7D | +1.1% | +0.5% | +0.6% | +0.6% |
| 30D | -3.5% | -0.9% | -2.5% | -2.4% |
| 3M | +44.7% | +3.9% | +40.8% | +38.9% |
| 6M | +13.3% | +14.5% | -1.2% | -1.8% |
| YTD | +45.5% | +13.0% | +32.5% | +28.0% |
| 1Y | +176.8% | +19.4% | +157.3% | +129.8% |
| 3Y | +534.5% | +78.9% | +455.6% | +218.6% |
| 5Y | -63.6% | +82.3% | -145.9% | -82.0% |
| 10Y | +16.8% | +314.2% | -297.4% | -75.1% |
| All | -30.8% | +352.8% | -383.5% | -86.5% |
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 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