+72.6%
PIE vs VOO
+78.5%
-5.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +6.3% | +2.6% | +3.8% | +3.8% |
| 30D | -13.9% | -2.0% | -11.9% | -11.8% |
| 3M | -10.3% | -2.8% | -7.5% | -7.4% |
| 6M | -5.1% | +2.2% | -7.3% | -5.9% |
| YTD | +27.3% | +11.5% | +15.8% | +17.5% |
| 1Y | +24.9% | +13.5% | +11.4% | +13.7% |
| 3Y | +72.6% | +78.1% | -5.4% | +3.8% |
| All | +72.6% | +78.5% | -5.8% | +3.8% |
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