+217.8%
PII vs VOO
+817.1%
-599.3%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.5% |
| 6M | +13.8% | +13.0% | +0.8% | -2.6% |
| YTD | +2.0% | +13.6% | -11.6% | -13.3% |
| 1Y | +12.5% | +20.1% | -7.6% | -10.6% |
| 3Y | -37.8% | +77.6% | -115.4% | -70.0% |
| 5Y | -38.5% | +82.4% | -121.0% | -71.2% |
| 10Y | -0.1% | +316.8% | -316.9% | -82.9% |
| All | +217.8% | +817.1% | -599.3% | -80.5% |
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