-98.3%
PIII vs VOO
+81.6%
-179.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.8% | -6.0% |
| 7D | -10.5% | -0.4% | -10.2% | -10.4% |
| 30D | -34.4% | -1.4% | -33.0% | -33.9% |
| 3M | -32.9% | +3.7% | -36.6% | -34.5% |
| 6M | +191.9% | +13.0% | +178.8% | +164.4% |
| YTD | +141.3% | +12.4% | +128.8% | +119.6% |
| 1Y | -4.2% | +18.6% | -22.8% | -16.6% |
| 3Y | -92.0% | +78.1% | -170.1% | -95.1% |
| 5Y | -98.3% | +82.3% | -180.6% | -98.9% |
| All | -98.3% | +81.6% | -179.9% | -98.9% |
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