+155.3%
PFIX vs VOO
+97.9%
+57.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +3.8% |
| 7D | +5.2% | +3.3% | +2.0% | +5.9% |
| 30D | -6.7% | -2.7% | -4.0% | -7.2% |
| 3M | +12.8% | -1.7% | +14.5% | +12.5% |
| 6M | +20.7% | +3.1% | +17.6% | +21.6% |
| YTD | +22.5% | +11.9% | +10.5% | +25.5% |
| 1Y | +34.0% | +12.1% | +21.9% | +37.3% |
| 3Y | +30.2% | +78.6% | -48.4% | +45.0% |
| 5Y | +216.2% | +73.8% | +142.4% | +261.5% |
| All | +155.3% | +97.9% | +57.4% | +188.7% |
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