+261.6%
PFE vs VOO
+777.9%
-516.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.8% |
| 7D | -3.7% | -2.7% | -1.0% | -2.0% |
| 30D | +5.0% | -5.4% | +10.3% | +8.5% |
| 3M | +12.2% | -4.1% | +16.2% | +14.9% |
| 6M | +14.6% | +0.7% | +13.8% | +13.5% |
| YTD | +24.1% | +8.7% | +15.4% | +16.9% |
| 1Y | +26.6% | +11.0% | +15.6% | +17.7% |
| 3Y | +14.3% | +75.5% | -61.1% | -22.5% |
| 5Y | -21.9% | +68.4% | -90.3% | -46.6% |
| 10Y | +62.6% | +315.7% | -253.0% | -45.9% |
| All | +261.6% | +777.9% | -516.3% | -36.5% |
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