+341.9%
PFIS vs VOO
+812.0%
-470.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | +3.4% | +0.5% | +2.9% | +3.0% |
| 30D | +1.5% | -0.9% | +2.4% | +2.2% |
| 3M | +17.9% | +3.9% | +14.0% | +14.1% |
| 6M | +37.6% | +14.5% | +23.0% | +23.2% |
| YTD | +50.4% | +13.0% | +37.5% | +36.1% |
| 1Y | +40.9% | +19.4% | +21.5% | +21.9% |
| 3Y | +85.2% | +78.9% | +6.3% | +17.9% |
| 5Y | +91.5% | +82.3% | +9.2% | +18.7% |
| 10Y | +151.3% | +314.2% | -162.9% | -3.3% |
| All | +341.9% | +812.0% | -470.1% | +76.5% |
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