+163.9%
PIE vs VOO
+325.3%
-161.4%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.1% |
| 7D | -1.8% | -0.8% | -1.0% | -1.1% |
| 30D | +0.6% | -1.1% | +1.7% | +1.5% |
| 3M | +6.1% | +3.9% | +2.2% | +3.2% |
| 6M | +26.4% | +13.6% | +12.8% | +14.9% |
| YTD | +43.1% | +12.7% | +30.4% | +30.9% |
| 1Y | +40.9% | +17.6% | +23.3% | +24.8% |
| 3Y | +90.1% | +77.3% | +12.8% | +20.9% |
| 5Y | +47.7% | +84.1% | -36.4% | -9.8% |
| All | +163.9% | +325.3% | -161.4% | -24.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling