+38.8%
PFG vs VOO
+12.1%
+26.7%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | +2.4% | +2.6% | -0.2% | +0.7% |
| 30D | +5.9% | -2.0% | +7.9% | +7.1% |
| 3M | -0.4% | -2.8% | +2.3% | +1.2% |
| 6M | +14.8% | +2.2% | +12.7% | +12.8% |
| YTD | +31.9% | +11.5% | +20.4% | +19.5% |
| 1Y | +38.8% | +13.5% | +25.3% | +23.6% |
| All | +38.8% | +12.1% | +26.7% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling