+47.7%
PFIG vs VOO
+723.6%
-675.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.5% |
| 7D | -0.9% | +3.3% | -4.2% | -1.0% |
| 30D | +0.5% | -2.7% | +3.2% | +0.6% |
| 3M | -1.1% | -1.7% | +0.7% | -1.0% |
| 6M | -1.1% | +3.1% | -4.2% | -1.2% |
| YTD | -0.9% | +11.9% | -12.8% | -1.3% |
| 1Y | -0.2% | +12.1% | -12.3% | -0.6% |
| 3Y | +16.3% | +78.6% | -62.3% | +13.9% |
| 5Y | +6.1% | +73.8% | -67.7% | +3.7% |
| 10Y | +26.4% | +312.3% | -285.9% | +24.8% |
| All | +47.7% | +723.6% | -675.9% | +51.5% |
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