+183.5%
PID vs VOO
+806.9%
-623.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.7% |
| 7D | -0.8% | -0.9% | +0.1% | -0.2% |
| 30D | +3.4% | -2.3% | +5.8% | +5.2% |
| 3M | -1.1% | -1.2% | 0.0% | -0.5% |
| 6M | +0.5% | +3.3% | -2.9% | -2.8% |
| YTD | +5.3% | +12.3% | -7.0% | -5.2% |
| 1Y | +6.8% | +12.5% | -5.7% | -4.0% |
| 3Y | +51.1% | +79.2% | -28.1% | -10.7% |
| 5Y | +46.7% | +75.7% | -29.0% | -13.1% |
| 10Y | +132.1% | +313.7% | -181.6% | -39.6% |
| All | +183.5% | +806.9% | -623.4% | -65.7% |
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