+58.3%
PWZ vs VOO
+817.1%
-758.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | -2.1% | +0.1% | -2.2% | -2.1% |
| 3M | -2.9% | +2.0% | -4.9% | -3.0% |
| 6M | -1.8% | +13.0% | -14.8% | -2.2% |
| YTD | -0.3% | +13.6% | -13.9% | -0.8% |
| 1Y | +4.8% | +20.1% | -15.2% | +4.1% |
| 3Y | +7.4% | +77.6% | -70.2% | +5.3% |
| 5Y | -2.5% | +82.4% | -84.9% | -4.6% |
| 10Y | +15.0% | +316.8% | -301.8% | +13.0% |
| All | +58.3% | +817.1% | -758.7% | +60.4% |
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 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