+220.6%
PII vs VOO
+777.9%
-557.3%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.3% |
| 7D | +6.2% | -2.7% | +8.9% | +10.1% |
| 30D | +19.5% | -5.4% | +24.8% | +28.3% |
| 3M | -9.0% | -4.1% | -5.0% | -4.0% |
| 6M | -4.0% | +0.7% | -4.7% | -4.6% |
| YTD | +2.9% | +8.7% | -5.8% | -7.4% |
| 1Y | +1.0% | +11.0% | -9.9% | -11.4% |
| 3Y | -21.4% | +75.5% | -96.9% | -61.5% |
| 5Y | -39.5% | +68.4% | -107.8% | -68.4% |
| 10Y | +10.3% | +315.7% | -305.4% | -81.0% |
| All | +220.6% | +777.9% | -557.3% | -79.2% |
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