+91.6%
PXI vs VOO
+325.3%
-233.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.6% |
| 7D | +1.3% | -0.8% | +2.0% | +2.1% |
| 30D | +6.3% | -1.1% | +7.4% | +7.5% |
| 3M | +14.6% | +3.9% | +10.7% | +9.2% |
| 6M | +16.9% | +13.6% | +3.3% | -0.4% |
| YTD | +46.2% | +12.7% | +33.5% | +25.5% |
| 1Y | +49.8% | +17.6% | +32.2% | +22.2% |
| 3Y | +49.2% | +77.3% | -28.1% | -25.5% |
| 5Y | +177.0% | +84.1% | +92.9% | +31.1% |
| All | +91.6% | +325.3% | -233.7% | -68.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling