+322.5%
VOO vs PFE
+33.5%
+289.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.4% |
| 7D | -0.4% | -4.3% | +3.9% | +1.0% |
| 30D | -1.4% | +2.7% | -4.1% | -2.3% |
| 3M | +3.7% | +10.0% | -6.3% | +0.4% |
| 6M | +13.0% | +7.2% | +5.9% | +10.2% |
| YTD | +12.4% | +17.3% | -4.9% | +6.2% |
| 1Y | +18.6% | +20.3% | -1.7% | +10.6% |
| 3Y | +78.1% | -1.6% | +79.7% | +75.0% |
| 5Y | +82.3% | -21.4% | +103.6% | +88.6% |
| 10Y | +322.5% | +35.2% | +287.3% | +235.8% |
| All | +322.5% | +33.5% | +289.0% | +235.8% |
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