+812.9%
VOO vs PG
+274.7%
+538.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -2.0% | -2.7% | +0.7% | -0.7% |
| 30D | -1.7% | -1.5% | -0.1% | -1.0% |
| 3M | +4.7% | -3.4% | +8.1% | +6.1% |
| 6M | +12.6% | -7.0% | +19.5% | +15.8% |
| YTD | +11.8% | +2.0% | +9.8% | +9.4% |
| 1Y | +17.5% | -6.5% | +24.0% | +19.8% |
| 3Y | +77.0% | +1.2% | +75.8% | +69.1% |
| 5Y | +82.6% | +12.8% | +69.8% | +61.8% |
| 10Y | +320.0% | +117.7% | +202.3% | +152.2% |
| All | +812.9% | +274.7% | +538.2% | +246.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PG.
Daily Out/Under-Performance
Portfolio return minus PG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PG 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 PG 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