-35.6%
PII vs VOO
+77.8%
-113.4%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.8% |
| 7D | -0.9% | +0.1% | -1.0% | -1.1% |
| 30D | -13.6% | +0.1% | -13.6% | -13.6% |
| 3M | -8.2% | +2.0% | -10.3% | -10.4% |
| 6M | +13.8% | +13.0% | +0.8% | -2.4% |
| YTD | +2.0% | +13.6% | -11.6% | -13.0% |
| 1Y | +12.5% | +20.1% | -7.6% | -10.2% |
| All | -35.6% | +77.8% | -113.4% | -68.8% |
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