+78.9%
VOO vs PFE
-1.5%
+80.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.8% | -0.2% |
| 7D | +0.5% | -2.7% | +3.2% | +0.9% |
| 30D | -0.9% | +3.8% | -4.8% | -1.5% |
| 3M | +3.9% | +10.4% | -6.5% | +2.4% |
| 6M | +14.5% | +6.3% | +8.3% | +13.5% |
| YTD | +13.0% | +17.4% | -4.4% | +10.2% |
| 1Y | +19.4% | +21.1% | -1.7% | +15.7% |
| 3Y | +78.9% | -1.6% | +80.5% | +75.1% |
| All | +78.9% | -1.5% | +80.4% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling