-97.2%
PYPD vs VOO
+75.1%
-172.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +3.6% |
| 7D | +13.4% | -0.9% | +14.3% | +14.2% |
| 30D | +31.5% | -2.3% | +33.8% | +34.1% |
| 3M | +39.5% | -1.2% | +40.7% | +40.8% |
| 6M | +52.1% | +3.3% | +48.7% | +47.9% |
| YTD | +52.1% | +12.3% | +39.8% | +38.7% |
| 1Y | +75.5% | +12.5% | +63.0% | +59.9% |
| 3Y | +76.0% | +79.2% | -3.2% | +3.7% |
| 5Y | -97.2% | +75.7% | -172.8% | -98.4% |
| All | -97.2% | +75.1% | -172.3% | -98.4% |
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 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