+163.2%
PFIX vs VOO
+97.2%
+66.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.0% |
| 7D | +8.9% | +2.6% | +6.3% | +9.4% |
| 30D | -1.9% | -2.0% | +0.1% | -2.2% |
| 3M | +17.2% | -2.8% | +20.0% | +16.7% |
| 6M | +23.0% | +2.2% | +20.9% | +23.7% |
| YTD | +26.3% | +11.5% | +14.7% | +29.3% |
| 1Y | +36.2% | +13.5% | +22.7% | +39.8% |
| 3Y | +33.8% | +78.1% | -44.2% | +49.0% |
| 5Y | +226.1% | +73.1% | +152.9% | +272.5% |
| All | +163.2% | +97.2% | +66.1% | +197.5% |
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 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