-60.3%
PW vs VOO
+79.1%
-139.4%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.5% | -5.0% |
| 7D | -3.6% | +0.5% | -4.2% | -3.7% |
| 30D | -7.6% | -0.9% | -6.7% | -7.5% |
| 3M | -28.4% | +3.9% | -32.2% | -28.7% |
| 6M | -15.9% | +14.5% | -30.4% | -18.8% |
| YTD | -18.8% | +13.0% | -31.7% | -21.3% |
| 1Y | -27.0% | +19.4% | -46.5% | -29.8% |
| 3Y | -60.3% | +78.9% | -139.1% | -71.8% |
| All | -60.3% | +79.1% | -139.4% | -71.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling