+63.9%
PWP vs VOO
+79.1%
-15.2%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -0.4% |
| 7D | +1.1% | +0.5% | +0.6% | +0.3% |
| 30D | -4.9% | -0.9% | -3.9% | -3.3% |
| 3M | +6.7% | +3.9% | +2.8% | +0.8% |
| 6M | -2.8% | +14.5% | -17.3% | -21.4% |
| YTD | -3.1% | +13.0% | -16.0% | -19.5% |
| 1Y | -23.4% | +19.4% | -42.8% | -41.6% |
| 3Y | +63.9% | +78.9% | -15.0% | -18.4% |
| All | +63.9% | +79.1% | -15.2% | -18.4% |
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 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