+187.0%
PID vs VOO
+817.1%
-630.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | -0.5% | +0.1% | -0.5% | -0.5% |
| 3M | +0.1% | +2.0% | -1.9% | -1.8% |
| 6M | +0.6% | +13.0% | -12.5% | -9.6% |
| YTD | +6.6% | +13.6% | -7.0% | -4.7% |
| 1Y | +12.5% | +20.1% | -7.6% | -4.2% |
| 3Y | +44.4% | +77.6% | -33.1% | -13.7% |
| 5Y | +50.5% | +82.4% | -32.0% | -13.7% |
| 10Y | +125.0% | +316.8% | -191.9% | -41.6% |
| All | +187.0% | +817.1% | -630.1% | -65.5% |
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 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