+125.8%
PFIX vs VOO
+100.8%
+25.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | +1.3% | +0.1% | +1.2% | +1.4% |
| 30D | +2.3% | +0.1% | +2.3% | +2.4% |
| 3M | +9.9% | +2.0% | +7.8% | +10.4% |
| 6M | +22.2% | +13.0% | +9.2% | +25.4% |
| YTD | +8.3% | +13.6% | -5.3% | +11.2% |
| 1Y | -0.1% | +20.1% | -20.2% | +3.3% |
| 3Y | +40.5% | +77.6% | -37.1% | +56.7% |
| 5Y | +183.2% | +82.4% | +100.8% | +221.2% |
| All | +125.8% | +100.8% | +25.0% | +156.0% |
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