+48.8%
PINE vs VOO
+171.9%
-123.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.5% |
| 7D | -5.2% | -0.8% | -4.4% | -4.7% |
| 30D | -5.1% | -1.1% | -4.0% | -4.4% |
| 3M | -5.7% | +3.9% | -9.6% | -8.2% |
| 6M | +0.3% | +13.6% | -13.3% | -8.3% |
| YTD | +14.9% | +12.7% | +2.2% | +5.5% |
| 1Y | +31.1% | +17.6% | +13.5% | +16.8% |
| 3Y | +34.2% | +77.3% | -43.1% | -12.6% |
| 5Y | +41.3% | +84.1% | -42.8% | -12.4% |
| All | +48.8% | +171.9% | -123.1% | -30.7% |
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