+310.7%
VOO vs PFE
+46.7%
+264.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | +2.6% | -1.7% | +4.3% | +3.1% |
| 30D | -2.0% | +0.3% | -2.3% | -2.2% |
| 3M | -2.8% | +9.4% | -12.1% | -5.7% |
| 6M | +2.2% | +14.9% | -12.7% | -2.6% |
| YTD | +11.5% | +23.8% | -12.3% | +3.4% |
| 1Y | +13.5% | +19.5% | -6.0% | +6.4% |
| 3Y | +78.1% | +21.0% | +57.1% | +62.2% |
| 5Y | +73.1% | -23.9% | +97.0% | +84.0% |
| All | +310.7% | +46.7% | +264.0% | +206.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 10y: compounded portfolio wealth divided by compounded PFE 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…
10y analysis · Full analysis span regression · 6 months rolling