+464.6%
PI vs VOO
+317.9%
+146.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.2% | -1.7% |
| 7D | -6.1% | +0.1% | -6.2% | -6.0% |
| 30D | -7.9% | -3.3% | -4.5% | -2.3% |
| 3M | -4.7% | -2.4% | -2.3% | -0.4% |
| 6M | +14.3% | +2.6% | +11.7% | +11.6% |
| YTD | +0.4% | +11.3% | -10.9% | -13.7% |
| 1Y | +6.8% | +13.4% | -6.7% | -11.1% |
| 3Y | +155.2% | +80.3% | +74.9% | +10.8% |
| 5Y | +128.9% | +72.7% | +56.2% | +10.8% |
| 10Y | +464.6% | +310.0% | +154.5% | -59.2% |
| All | +464.6% | +317.9% | +146.7% | -59.2% |
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 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