-3.7%
PIII vs VOO
+17.3%
-21.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -1.6% |
| 7D | -8.4% | -2.0% | -6.5% | -11.3% |
| 30D | -32.4% | -1.7% | -30.8% | -34.1% |
| 3M | -38.3% | +4.7% | -43.0% | -32.8% |
| 6M | +129.7% | +12.6% | +117.1% | +132.1% |
| YTD | +139.5% | +11.8% | +127.8% | +140.4% |
| 1Y | -3.7% | +17.5% | -21.2% | +22.0% |
| All | -3.7% | +17.3% | -21.0% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling