+96.1%
PIT vs VOO
+109.7%
-13.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +1.3% |
| 7D | +1.6% | +0.5% | +1.1% | +1.5% |
| 30D | +11.4% | -0.9% | +12.4% | +11.6% |
| 3M | +12.8% | +3.9% | +8.9% | +12.0% |
| 6M | +19.5% | +14.5% | +4.9% | +16.4% |
| YTD | +54.0% | +13.0% | +41.0% | +50.5% |
| 1Y | +66.2% | +19.4% | +46.8% | +60.1% |
| 3Y | +83.5% | +78.9% | +4.7% | +57.8% |
| All | +96.1% | +109.7% | -13.6% | +60.7% |
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