-40.8%
PYPD vs VOO
+79.1%
-119.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.9% |
| 7D | 0.0% | +0.5% | -0.5% | -0.2% |
| 30D | +10.1% | -0.9% | +11.1% | +10.6% |
| 3M | +15.4% | +3.9% | +11.5% | +13.2% |
| 6M | +27.2% | +14.5% | +12.7% | +19.9% |
| YTD | +22.8% | +13.0% | +9.9% | +16.3% |
| 1Y | +54.0% | +19.4% | +34.6% | +43.8% |
| 3Y | -40.8% | +78.9% | -119.6% | -49.8% |
| All | -40.8% | +79.1% | -119.9% | -49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling