+217.8%
PIO vs VOO
+777.9%
-560.1%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.4% |
| 7D | +0.6% | -2.7% | +3.3% | +3.2% |
| 30D | +0.4% | -5.4% | +5.8% | +5.5% |
| 3M | -4.8% | -4.1% | -0.7% | -1.2% |
| 6M | -4.3% | +0.7% | -5.0% | -5.2% |
| YTD | +0.8% | +8.7% | -7.9% | -6.8% |
| 1Y | -1.1% | +11.0% | -12.1% | -10.3% |
| 3Y | +35.9% | +75.5% | -39.5% | -20.0% |
| 5Y | +10.7% | +68.4% | -57.6% | -32.7% |
| 10Y | +140.0% | +315.7% | -175.7% | -42.7% |
| All | +217.8% | +777.9% | -560.1% | -67.3% |
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