+82.5%
PPI vs VOO
+69.0%
+13.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | -1.6% | -2.0% | +0.3% | 0.0% |
| 30D | -2.6% | -1.7% | -0.9% | -1.2% |
| 3M | +1.3% | +4.7% | -3.5% | -2.6% |
| 6M | +0.3% | +12.6% | -12.3% | -9.2% |
| YTD | +13.6% | +11.8% | +1.9% | +3.6% |
| 1Y | +20.3% | +17.5% | +2.8% | +5.3% |
| 3Y | +66.5% | +77.0% | -10.5% | +4.6% |
| All | +82.5% | +69.0% | +13.5% | +15.1% |
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