+138.9%
PI vs VOO
+75.0%
+63.9%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -4.4% | -6.3% | -1.5% |
| 7D | -11.8% | -4.7% | -7.1% | -2.2% |
| 30D | -12.5% | -5.9% | -6.6% | -0.2% |
| 3M | -1.4% | -4.5% | +3.1% | +9.2% |
| 6M | +7.4% | +1.9% | +5.6% | +5.5% |
| YTD | -7.4% | +8.4% | -15.8% | -20.0% |
| 1Y | -10.6% | +9.5% | -20.1% | -24.3% |
| All | +138.9% | +75.0% | +63.9% | -29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling