+139.9%
PIE vs VOO
+800.4%
-660.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +6.3% | +2.6% | +3.8% | +4.0% |
| 30D | -13.9% | -2.0% | -11.9% | -12.0% |
| 3M | -10.3% | -2.8% | -7.5% | -7.5% |
| 6M | -5.1% | +2.2% | -7.3% | -6.0% |
| YTD | +27.3% | +11.5% | +15.8% | +16.9% |
| 1Y | +24.9% | +13.5% | +11.4% | +12.9% |
| 3Y | +72.6% | +78.1% | -5.4% | +3.8% |
| 5Y | +31.6% | +73.1% | -41.6% | -20.0% |
| 10Y | +150.1% | +310.7% | -160.7% | -37.6% |
| All | +139.9% | +800.4% | -660.6% | -75.3% |
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