+594.0%
PWV vs VOO
+812.0%
-218.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | 0.0% | +0.5% | -0.6% | -0.5% |
| 30D | +2.4% | -0.9% | +3.4% | +3.2% |
| 3M | +9.7% | +3.9% | +5.8% | +5.8% |
| 6M | +19.0% | +14.5% | +4.5% | +5.1% |
| YTD | +24.5% | +13.0% | +11.5% | +11.2% |
| 1Y | +30.8% | +19.4% | +11.4% | +11.1% |
| 3Y | +82.5% | +78.9% | +3.7% | +7.1% |
| 5Y | +102.5% | +82.3% | +20.2% | +15.0% |
| 10Y | +223.8% | +314.2% | -90.4% | -15.5% |
| All | +594.0% | +812.0% | -218.0% | -13.5% |
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