+141.8%
PFIX vs VOO
+96.7%
+45.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.2% |
| 3M | +8.8% | -2.4% | +11.2% | +8.4% |
| 6M | +16.6% | +2.6% | +14.0% | +17.3% |
| YTD | +16.0% | +11.3% | +4.7% | +18.7% |
| 1Y | +27.2% | +13.4% | +13.7% | +30.5% |
| 3Y | +23.2% | +80.3% | -57.1% | +37.5% |
| 5Y | +212.8% | +72.7% | +140.1% | +257.1% |
| All | +141.8% | +96.7% | +45.1% | +173.2% |
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 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