+29.8%
PIZ vs VOO
+67.5%
-37.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.4% | +0.2% | -0.1% |
| 7D | -3.2% | -4.7% | +1.6% | +1.4% |
| 30D | -8.2% | -5.9% | -2.3% | -2.7% |
| 3M | -10.4% | -4.5% | -5.9% | -6.3% |
| 6M | -15.0% | +1.9% | -16.8% | -15.9% |
| YTD | +0.2% | +8.4% | -8.2% | -6.1% |
| 1Y | +2.6% | +9.5% | -6.8% | -4.6% |
| 3Y | +77.6% | +75.3% | +2.3% | +8.5% |
| 5Y | +29.8% | +67.9% | -38.1% | -18.2% |
| All | +29.8% | +67.5% | -37.8% | -18.2% |
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