+92.9%
PXS vs VOO
+77.0%
+15.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.6% |
| 7D | +0.5% | -0.4% | +0.8% | +0.6% |
| 30D | +30.9% | -1.4% | +32.3% | +31.6% |
| 3M | +42.7% | +3.7% | +39.0% | +40.1% |
| 6M | +58.8% | +13.0% | +45.8% | +49.4% |
| YTD | +130.6% | +12.4% | +118.2% | +117.3% |
| 1Y | +125.0% | +18.6% | +106.4% | +106.7% |
| All | +92.9% | +77.0% | +15.9% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling