+51.2%
PID vs VOO
+78.5%
-27.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +0.8% | +2.6% | -1.8% | -0.5% |
| 30D | +3.1% | -2.0% | +5.1% | +4.0% |
| 3M | -1.4% | -2.8% | +1.4% | -0.2% |
| 6M | +1.0% | +2.2% | -1.2% | -0.4% |
| YTD | +5.5% | +11.5% | -6.0% | -0.7% |
| 1Y | +7.2% | +13.5% | -6.3% | 0.0% |
| 3Y | +51.2% | +78.1% | -26.9% | -1.8% |
| All | +51.2% | +78.5% | -27.3% | -1.8% |
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