+163.4%
PFIS vs VOO
+325.3%
-161.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.4% |
| 7D | +0.2% | -0.8% | +1.0% | +0.9% |
| 30D | +1.9% | -1.1% | +3.0% | +2.9% |
| 3M | +15.7% | +3.9% | +11.8% | +11.1% |
| 6M | +41.7% | +13.6% | +28.1% | +24.2% |
| YTD | +52.4% | +12.7% | +39.7% | +34.4% |
| 1Y | +40.8% | +17.6% | +23.2% | +18.9% |
| 3Y | +88.3% | +77.3% | +11.0% | +5.8% |
| 5Y | +95.5% | +84.1% | +11.4% | +3.5% |
| All | +163.4% | +325.3% | -161.9% | -39.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling