+200.4%
PXF vs VOO
+321.7%
-121.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -1.8% | -2.0% | +0.2% | -0.2% |
| 30D | +0.1% | -1.7% | +1.8% | +1.5% |
| 3M | +6.7% | +4.7% | +2.0% | +2.8% |
| 6M | +13.0% | +12.6% | +0.4% | +2.9% |
| YTD | +22.2% | +11.8% | +10.5% | +12.0% |
| 1Y | +34.1% | +17.5% | +16.5% | +17.9% |
| 3Y | +97.2% | +77.0% | +20.2% | +23.3% |
| 5Y | +98.3% | +82.6% | +15.7% | +19.6% |
| All | +200.4% | +321.7% | -121.3% | -13.2% |
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