-97.8%
PYPD vs VOO
+82.3%
-180.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.7% |
| 7D | 0.0% | +0.5% | -0.5% | -0.4% |
| 30D | +10.1% | -0.9% | +11.1% | +10.9% |
| 3M | +15.4% | +3.9% | +11.5% | +11.6% |
| 6M | +27.2% | +14.5% | +12.7% | +14.3% |
| YTD | +22.8% | +13.0% | +9.9% | +11.5% |
| 1Y | +54.0% | +19.4% | +34.6% | +34.4% |
| 3Y | -40.8% | +78.9% | -119.6% | -64.9% |
| 5Y | -97.8% | +82.3% | -180.1% | -98.8% |
| All | -97.8% | +82.3% | -180.2% | -98.8% |
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 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