-99.4%
PIII vs VOO
+100.7%
-200.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | -32.5% | +2.6% | -35.1% | -33.5% |
| 30D | -38.2% | -2.0% | -36.2% | -37.6% |
| 3M | -75.4% | -2.8% | -72.6% | -75.0% |
| 6M | -24.4% | +2.2% | -26.5% | -26.0% |
| YTD | -22.6% | +11.5% | -34.2% | -29.2% |
| 1Y | -61.4% | +13.5% | -74.9% | -65.2% |
| 3Y | -95.8% | +78.1% | -173.9% | -97.4% |
| 5Y | -99.5% | +73.1% | -172.6% | -99.7% |
| All | -99.4% | +100.7% | -200.2% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling