+92.5%
PWP vs VOO
+132.1%
-39.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.3% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | -2.6% | +0.1% | -2.7% | -2.5% |
| 3M | +8.7% | +2.0% | +6.7% | +6.2% |
| 6M | -9.1% | +13.0% | -22.2% | -21.7% |
| YTD | -1.8% | +13.6% | -15.4% | -15.6% |
| 1Y | -23.0% | +20.1% | -43.1% | -38.1% |
| 3Y | +65.4% | +77.6% | -12.1% | -10.3% |
| 5Y | +30.9% | +82.4% | -51.5% | -32.1% |
| All | +92.5% | +132.1% | -39.6% | -1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling