+796.3%
PI vs VOO
+300.4%
+495.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -4.4% | -6.3% | -3.5% |
| 7D | -11.8% | -4.7% | -7.1% | -4.3% |
| 30D | -12.5% | -5.9% | -6.6% | -3.0% |
| 3M | -1.4% | -4.5% | +3.1% | +6.9% |
| 6M | +7.4% | +1.9% | +5.6% | +6.3% |
| YTD | -7.4% | +8.4% | -15.8% | -17.1% |
| 1Y | -10.6% | +9.5% | -20.1% | -21.1% |
| 3Y | +134.4% | +75.3% | +59.1% | +5.7% |
| 5Y | +107.2% | +67.9% | +39.4% | +4.3% |
| 10Y | +485.2% | +314.4% | +170.8% | -41.2% |
| All | +796.3% | +300.4% | +495.9% | +4.7% |
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