+69.7%
PFG vs VOO
+79.1%
-9.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.9% |
| 7D | +6.0% | +0.5% | +5.5% | +5.5% |
| 30D | +2.2% | -0.9% | +3.2% | +3.2% |
| 3M | +10.4% | +3.9% | +6.5% | +6.2% |
| 6M | +27.8% | +14.5% | +13.2% | +11.2% |
| YTD | +33.6% | +13.0% | +20.7% | +18.0% |
| 1Y | +49.3% | +19.4% | +29.9% | +24.4% |
| 3Y | +69.7% | +78.9% | -9.1% | -2.3% |
| All | +69.7% | +79.1% | -9.4% | -2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling