+2.6%
PIZ vs VOO
+9.9%
-7.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.4% | +0.2% | +2.1% |
| 7D | -3.2% | -4.7% | +1.6% | +3.9% |
| 30D | -8.2% | -5.9% | -2.3% | +0.4% |
| 3M | -10.4% | -4.5% | -5.9% | -4.2% |
| 6M | -15.0% | +1.9% | -16.8% | -17.1% |
| YTD | +0.2% | +8.4% | -8.2% | -10.9% |
| 1Y | +2.6% | +9.5% | -6.8% | -9.5% |
| All | +2.6% | +9.9% | -7.2% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling