+88.2%
PIT vs VOO
+107.1%
-18.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | -1.5% | +2.6% | -4.0% | -1.8% |
| 30D | -7.3% | -2.0% | -5.3% | -7.1% |
| 3M | +3.1% | -2.8% | +5.9% | +3.5% |
| 6M | +0.9% | +2.2% | -1.2% | +0.4% |
| YTD | +47.8% | +11.5% | +36.3% | +44.6% |
| 1Y | +50.9% | +13.5% | +37.4% | +46.9% |
| 3Y | +82.3% | +78.1% | +4.2% | +56.1% |
| All | +88.2% | +107.1% | -18.8% | +54.4% |
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