+78.8%
VOO vs PBF
+78.4%
+0.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.4% |
| 7D | +3.3% | +3.8% | -0.5% | +3.1% |
| 30D | -2.7% | -22.2% | +19.5% | -1.6% |
| 3M | -1.7% | +1.3% | -3.0% | -2.1% |
| 6M | +3.1% | +69.0% | -65.9% | -0.4% |
| YTD | +11.9% | +166.5% | -154.5% | +2.6% |
| 1Y | +12.1% | +88.1% | -76.0% | +6.3% |
| All | +78.8% | +78.4% | +0.4% | +59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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