+370.4%
PFI vs VOO
+812.0%
-441.6%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.6% |
| 7D | +1.6% | +0.5% | +1.1% | +1.1% |
| 30D | 0.0% | -0.9% | +0.9% | +0.9% |
| 3M | +6.8% | +3.9% | +2.9% | +2.7% |
| 6M | +16.5% | +14.5% | +2.0% | +1.3% |
| YTD | +8.4% | +13.0% | -4.6% | -4.3% |
| 1Y | +10.1% | +19.4% | -9.3% | -8.0% |
| 3Y | +54.0% | +78.9% | -24.9% | -14.0% |
| 5Y | +26.8% | +82.3% | -55.4% | -30.4% |
| 10Y | +132.1% | +314.2% | -182.1% | -43.9% |
| All | +370.4% | +812.0% | -441.6% | -52.8% |
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