-99.4%
PIII vs VOO
+74.6%
-174.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.7% | +5.5% |
| 7D | -28.0% | +3.3% | -31.3% | -29.3% |
| 30D | -31.8% | -2.7% | -29.1% | -30.8% |
| 3M | -76.5% | -1.7% | -74.7% | -76.3% |
| 6M | -27.1% | +3.1% | -30.2% | -29.2% |
| YTD | -21.2% | +11.9% | -33.1% | -28.3% |
| 1Y | -63.9% | +12.1% | -76.0% | -67.2% |
| 3Y | -95.9% | +78.6% | -174.5% | -97.5% |
| 5Y | -99.4% | +73.8% | -173.2% | -99.6% |
| All | -99.4% | +74.6% | -174.0% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling