+25.1%
PYZ vs VOO
+72.0%
-46.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.3% | +1.3% | +1.0% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -1.4% | -3.3% | +1.9% | +2.3% |
| 3M | -10.8% | -2.4% | -8.4% | -8.5% |
| 6M | -11.2% | +2.6% | -13.8% | -13.7% |
| YTD | +3.5% | +11.3% | -7.8% | -7.9% |
| 1Y | +11.7% | +13.4% | -1.7% | -2.5% |
| 3Y | +57.2% | +80.3% | -23.1% | -18.3% |
| 5Y | +25.1% | +72.7% | -47.6% | -32.3% |
| All | +25.1% | +72.0% | -46.9% | -32.3% |
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 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