+546.1%
PI vs VOO
+309.9%
+236.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.9% | +5.7% |
| 7D | -4.8% | -2.7% | -2.1% | -0.2% |
| 30D | -10.5% | -5.4% | -5.1% | -1.6% |
| 3M | -0.5% | -4.1% | +3.5% | +7.1% |
| 6M | +10.2% | +0.7% | +9.5% | +11.0% |
| YTD | -1.7% | +8.7% | -10.4% | -12.3% |
| 1Y | +1.2% | +11.0% | -9.8% | -12.7% |
| 3Y | +153.6% | +75.5% | +78.2% | +14.9% |
| 5Y | +120.1% | +68.4% | +51.7% | +10.8% |
| All | +546.1% | +309.9% | +236.2% | -56.5% |
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