+42.7%
PINE vs VOO
+80.3%
-37.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -3.5% | -2.0% | -1.5% | -2.7% |
| 30D | -4.1% | -1.7% | -2.4% | -3.5% |
| 3M | -5.5% | +4.7% | -10.3% | -7.3% |
| 6M | +0.2% | +12.6% | -12.4% | -4.7% |
| YTD | +16.0% | +11.8% | +4.2% | +10.5% |
| 1Y | +31.1% | +17.5% | +13.6% | +22.3% |
| 3Y | +35.1% | +77.0% | -41.9% | +4.3% |
| 5Y | +42.7% | +82.6% | -39.9% | +8.6% |
| All | +42.7% | +80.3% | -37.6% | +8.6% |
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