+141.6%
PIO vs VOO
+317.9%
-176.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.3% | +1.1% | +1.4% |
| 7D | +1.6% | +0.1% | +1.6% | +1.6% |
| 30D | +2.7% | -3.3% | +6.0% | +5.5% |
| 3M | -1.7% | -2.4% | +0.7% | +0.3% |
| 6M | 0.0% | +2.6% | -2.6% | -2.3% |
| YTD | +4.3% | +11.3% | -7.0% | -4.7% |
| 1Y | +2.1% | +13.4% | -11.4% | -8.3% |
| 3Y | +40.6% | +80.3% | -39.7% | -15.1% |
| 5Y | +13.4% | +72.7% | -59.3% | -29.3% |
| 10Y | +141.6% | +310.0% | -168.4% | -23.4% |
| All | +141.6% | +317.9% | -176.3% | -23.4% |
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