+412.8%
PYZ vs VOO
+817.1%
-404.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | -0.4% | +0.1% | -0.5% | -0.5% |
| 3M | -4.6% | +2.0% | -6.6% | -6.7% |
| 6M | -2.3% | +13.0% | -15.3% | -14.9% |
| YTD | +13.9% | +13.6% | +0.3% | -1.3% |
| 1Y | +22.6% | +20.1% | +2.5% | -0.1% |
| 3Y | +50.4% | +77.6% | -27.2% | -22.0% |
| 5Y | +45.2% | +82.4% | -37.2% | -26.6% |
| 10Y | +138.3% | +316.8% | -178.5% | -54.9% |
| All | +412.8% | +817.1% | -404.3% | -66.6% |
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