+805.8%
VOO vs PFE
+267.3%
+538.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.5% |
| 7D | -0.6% | -0.7% | +0.1% | -0.3% |
| 30D | -3.6% | +5.3% | -9.0% | -5.6% |
| 3M | -2.7% | +10.1% | -12.9% | -6.4% |
| 6M | +2.2% | +18.0% | -15.8% | -4.4% |
| YTD | +10.9% | +25.8% | -14.9% | +0.8% |
| 1Y | +11.3% | +28.4% | -17.1% | +0.2% |
| 3Y | +76.9% | +20.9% | +56.0% | +58.5% |
| 5Y | +73.5% | -21.5% | +95.0% | +82.4% |
| 10Y | +307.7% | +46.2% | +261.5% | +191.8% |
| All | +805.8% | +267.3% | +538.5% | +249.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling