-39.5%
PXS vs VOO
+335.7%
-375.2%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.4% |
| 7D | +5.9% | +0.5% | +5.4% | +5.6% |
| 30D | +31.2% | -0.9% | +32.1% | +31.7% |
| 3M | +43.5% | +3.9% | +39.6% | +40.6% |
| 6M | +65.4% | +14.5% | +50.9% | +54.8% |
| YTD | +134.9% | +13.0% | +121.9% | +121.2% |
| 1Y | +131.6% | +19.4% | +112.2% | +112.4% |
| 3Y | +90.8% | +78.9% | +11.9% | +44.3% |
| 5Y | +127.0% | +82.3% | +44.7% | +68.0% |
| 10Y | -43.1% | +314.2% | -357.3% | -65.7% |
| All | -39.5% | +335.7% | -375.2% | -64.5% |
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