-98.4%
PW vs VOO
+82.3%
-180.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.5% | -4.6% |
| 7D | -3.6% | +0.5% | -4.2% | -4.0% |
| 30D | -7.6% | -0.9% | -6.7% | -7.0% |
| 3M | -28.4% | +3.9% | -32.2% | -31.1% |
| 6M | -15.9% | +14.5% | -30.4% | -25.5% |
| YTD | -18.8% | +13.0% | -31.7% | -27.2% |
| 1Y | -27.0% | +19.4% | -46.5% | -37.5% |
| 3Y | -60.3% | +78.9% | -139.1% | -78.6% |
| 5Y | -98.4% | +82.3% | -180.7% | -99.1% |
| All | -98.4% | +82.3% | -180.7% | -99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling