-98.1%
PIII vs VOO
+104.4%
-202.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.6% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -8.1% | +0.1% | -8.1% | -8.1% |
| 3M | -15.2% | +2.0% | -17.2% | -16.4% |
| 6M | +289.6% | +13.0% | +276.6% | +255.3% |
| YTD | +167.9% | +13.6% | +154.3% | +143.2% |
| 1Y | +6.7% | +20.1% | -13.4% | -7.4% |
| 3Y | -91.2% | +77.6% | -168.7% | -94.4% |
| 5Y | -98.1% | +82.4% | -180.5% | -98.8% |
| All | -98.1% | +104.4% | -202.5% | -98.8% |
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