+697.1%
PFG vs VOO
+817.1%
-120.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.0% |
| 7D | +5.5% | +0.1% | +5.4% | +5.5% |
| 30D | +2.4% | +0.1% | +2.3% | +2.3% |
| 3M | +13.6% | +2.0% | +11.6% | +9.9% |
| 6M | +27.9% | +13.0% | +14.9% | +7.5% |
| YTD | +35.6% | +13.6% | +22.0% | +13.2% |
| 1Y | +48.5% | +20.1% | +28.4% | +14.7% |
| 3Y | +66.9% | +77.6% | -10.7% | -25.7% |
| 5Y | +111.0% | +82.4% | +28.5% | -10.7% |
| 10Y | +244.5% | +316.8% | -72.3% | -57.3% |
| All | +697.1% | +817.1% | -120.0% | -74.5% |
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