+89.7%
PIT vs VOO
+106.6%
-17.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.1% | -1.0% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -5.7% | -3.3% | -2.4% | -5.3% |
| 3M | +7.8% | -2.4% | +10.2% | +8.1% |
| 6M | +4.9% | +2.6% | +2.3% | +4.3% |
| YTD | +48.9% | +11.3% | +37.6% | +45.8% |
| 1Y | +53.6% | +13.4% | +40.2% | +49.6% |
| 3Y | +87.2% | +80.3% | +7.0% | +59.8% |
| All | +89.7% | +106.6% | -17.0% | +55.7% |
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 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