+187.3%
PXI vs VOO
+807.8%
-620.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +0.9% |
| 7D | +0.7% | -0.4% | +1.1% | +1.1% |
| 30D | +9.5% | -1.4% | +10.9% | +11.2% |
| 3M | +16.1% | +3.7% | +12.4% | +10.4% |
| 6M | +20.3% | +13.0% | +7.2% | +2.0% |
| YTD | +47.0% | +12.4% | +34.5% | +25.2% |
| 1Y | +52.4% | +18.6% | +33.8% | +21.4% |
| 3Y | +48.1% | +78.1% | -30.0% | -29.5% |
| 5Y | +178.1% | +82.3% | +95.9% | +27.1% |
| 10Y | +93.5% | +322.5% | -229.0% | -70.0% |
| All | +187.3% | +807.8% | -620.5% | -83.3% |
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