+409.3%
PWB vs VOO
+321.7%
+87.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.0% |
| 7D | +0.3% | -2.0% | +2.3% | +2.5% |
| 30D | -2.5% | -1.7% | -0.9% | -0.7% |
| 3M | +1.8% | +4.7% | -2.9% | -2.8% |
| 6M | +16.3% | +12.6% | +3.8% | +3.0% |
| YTD | +21.6% | +11.8% | +9.9% | +8.7% |
| 1Y | +26.2% | +17.5% | +8.7% | +7.1% |
| 3Y | +116.0% | +77.0% | +39.1% | +19.9% |
| 5Y | +99.2% | +82.6% | +16.6% | +8.0% |
| All | +409.3% | +321.7% | +87.6% | +21.6% |
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