+36.7%
PIZ vs VOO
+72.8%
-36.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +2.4% | -0.6% | +3.0% | +3.1% |
| 30D | -1.9% | -3.6% | +1.8% | +1.7% |
| 3M | -6.3% | -2.7% | -3.5% | -3.7% |
| 6M | -14.8% | +2.2% | -17.0% | -16.1% |
| YTD | +3.5% | +10.9% | -7.4% | -5.0% |
| 1Y | +5.1% | +11.3% | -6.3% | -3.9% |
| 3Y | +82.6% | +76.9% | +5.7% | +10.7% |
| 5Y | +36.7% | +73.5% | -36.8% | -15.7% |
| All | +36.7% | +72.8% | -36.0% | -15.7% |
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