+389.6%
PWB vs VOO
+311.2%
+78.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +9.8% | +3.3% | +6.5% | +6.1% |
| 30D | -8.9% | -2.7% | -6.2% | -5.8% |
| 3M | -8.6% | -1.7% | -6.8% | -6.4% |
| 6M | -4.5% | +3.1% | -7.6% | -6.8% |
| YTD | +15.9% | +11.9% | +3.9% | +3.8% |
| 1Y | +14.3% | +12.1% | +2.2% | +2.4% |
| 3Y | +104.6% | +78.6% | +26.0% | +12.9% |
| 5Y | +84.0% | +73.8% | +10.2% | +5.2% |
| All | +389.6% | +311.2% | +78.4% | +16.4% |
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