+23.2%
PFIX vs VOO
+78.4%
-55.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | +0.4% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | -11.6% | -3.3% | -8.3% | -12.1% |
| 3M | +8.8% | -2.4% | +11.2% | +8.5% |
| 6M | +16.6% | +2.6% | +14.0% | +17.3% |
| YTD | +16.0% | +11.3% | +4.7% | +18.4% |
| 1Y | +27.2% | +13.4% | +13.7% | +29.8% |
| 3Y | +23.2% | +80.3% | -57.1% | +46.4% |
| All | +23.2% | +78.4% | -55.2% | +46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling