+238.6%
PII vs VOO
+795.4%
-556.8%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.3% |
| 7D | +5.9% | -0.6% | +6.5% | +6.9% |
| 30D | +29.1% | -3.6% | +32.8% | +35.7% |
| 3M | -3.5% | -2.7% | -0.8% | +0.1% |
| 6M | -0.4% | +2.2% | -2.6% | -2.8% |
| YTD | +8.7% | +10.9% | -2.2% | -4.5% |
| 1Y | +7.4% | +11.3% | -3.9% | -6.0% |
| 3Y | -13.9% | +76.9% | -90.9% | -58.2% |
| 5Y | -34.0% | +73.5% | -107.5% | -66.8% |
| 10Y | -0.1% | +307.7% | -307.7% | -82.4% |
| All | +238.6% | +795.4% | -556.8% | -78.5% |
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