+127.9%
PXS vs VOO
+80.3%
+47.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.6% | +8.8% | +8.4% |
| 7D | +12.7% | -2.0% | +14.7% | +13.5% |
| 30D | +42.5% | -1.7% | +44.1% | +43.3% |
| 3M | +51.7% | +4.7% | +47.0% | +48.8% |
| 6M | +72.7% | +12.6% | +60.1% | +64.5% |
| YTD | +149.5% | +11.8% | +137.7% | +138.2% |
| 1Y | +154.0% | +17.5% | +136.4% | +138.0% |
| 3Y | +102.6% | +77.0% | +25.6% | +64.9% |
| 5Y | +127.9% | +82.6% | +45.3% | +77.9% |
| All | +127.9% | +80.3% | +47.6% | +77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling