-31.8%
PW vs VOO
+17.3%
-49.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.8% |
| 7D | -8.3% | -2.0% | -6.3% | -7.8% |
| 30D | -15.6% | -1.7% | -14.0% | -15.3% |
| 3M | -47.8% | +4.7% | -52.5% | -48.8% |
| 6M | -22.4% | +12.6% | -35.0% | -32.1% |
| YTD | -23.3% | +11.8% | -35.1% | -32.3% |
| 1Y | -31.8% | +17.5% | -49.4% | -40.1% |
| All | -31.8% | +17.3% | -49.1% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling