+252.0%
PIZ vs VOO
+815.3%
-563.3%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +2.0% |
| 7D | +1.1% | -0.7% | +1.8% | +1.9% |
| 30D | -3.7% | -1.1% | -2.6% | -2.6% |
| 3M | -5.4% | -0.3% | -5.1% | -5.0% |
| 6M | -9.1% | +7.4% | -16.5% | -14.6% |
| YTD | +4.6% | +13.4% | -8.8% | -6.4% |
| 1Y | +7.3% | +14.8% | -7.5% | -5.0% |
| 3Y | +85.4% | +83.3% | +2.1% | +4.9% |
| 5Y | +34.6% | +76.1% | -41.5% | -21.3% |
| 10Y | +169.2% | +333.4% | -164.2% | -39.5% |
| All | +252.0% | +815.3% | -563.3% | -69.3% |
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