+218.4%
PIO vs VOO
+817.1%
-598.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -4.9% | +0.1% | -5.0% | -5.0% |
| 3M | +0.5% | +2.0% | -1.5% | -1.4% |
| 6M | -4.7% | +13.0% | -17.7% | -14.9% |
| YTD | +1.0% | +13.6% | -12.6% | -10.1% |
| 1Y | 0.0% | +20.1% | -20.1% | -15.6% |
| 3Y | +26.5% | +77.6% | -51.1% | -26.3% |
| 5Y | +6.7% | +82.4% | -75.8% | -39.7% |
| 10Y | +122.2% | +316.8% | -194.6% | -46.6% |
| All | +218.4% | +817.1% | -598.7% | -68.5% |
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