-20.5%
PEB vs VOO
+321.7%
-342.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +2.1% |
| 7D | +2.0% | -2.0% | +4.0% | +4.7% |
| 30D | +1.6% | -1.7% | +3.3% | +3.8% |
| 3M | +5.0% | +4.7% | +0.2% | -1.5% |
| 6M | +42.1% | +12.6% | +29.6% | +21.0% |
| YTD | +59.9% | +11.8% | +48.2% | +37.4% |
| 1Y | +58.2% | +17.5% | +40.7% | +26.8% |
| 3Y | +22.9% | +77.0% | -54.1% | -40.5% |
| 5Y | -13.0% | +82.6% | -95.6% | -58.9% |
| All | -20.5% | +321.7% | -342.2% | -85.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling