+198.9%
PY vs VOO
+349.1%
-150.2%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +1.2% | +0.1% | +1.2% | +1.2% |
| 3M | +6.7% | +2.0% | +4.7% | +5.0% |
| 6M | +9.0% | +13.0% | -4.0% | -0.5% |
| YTD | +12.0% | +13.6% | -1.6% | +1.8% |
| 1Y | +13.3% | +20.1% | -6.8% | -1.1% |
| 3Y | +49.6% | +77.6% | -27.9% | -1.2% |
| 5Y | +50.7% | +82.4% | -31.8% | -3.0% |
| 10Y | +185.3% | +316.8% | -131.5% | +24.3% |
| All | +198.9% | +349.1% | -150.2% | +28.4% |
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