+12.0%
PXJ vs VOO
+325.3%
-313.3%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.4% |
| 7D | 0.0% | -0.8% | +0.7% | +0.9% |
| 30D | +5.8% | -1.1% | +6.8% | +7.0% |
| 3M | +10.4% | +3.9% | +6.5% | +5.2% |
| 6M | +19.7% | +13.6% | +6.1% | +2.1% |
| YTD | +63.6% | +12.7% | +50.9% | +40.9% |
| 1Y | +76.6% | +17.6% | +59.0% | +44.5% |
| 3Y | +68.1% | +77.3% | -9.2% | -15.8% |
| 5Y | +227.1% | +84.1% | +143.0% | +54.2% |
| All | +12.0% | +325.3% | -313.3% | -81.4% |
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 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