+71.1%
PEB vs VOO
+803.9%
-732.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.6% |
| 7D | +3.8% | +3.3% | +0.6% | -0.4% |
| 30D | +9.9% | -2.7% | +12.6% | +13.9% |
| 3M | +19.6% | -1.7% | +21.3% | +22.2% |
| 6M | +51.6% | +3.1% | +48.5% | +45.0% |
| YTD | +91.3% | +11.9% | +79.3% | +64.3% |
| 1Y | +92.6% | +12.1% | +80.5% | +65.1% |
| 3Y | +87.2% | +78.6% | +8.6% | -9.5% |
| 5Y | -9.3% | +73.8% | -83.1% | -53.9% |
| 10Y | -4.9% | +312.3% | -317.2% | -82.7% |
| All | +71.1% | +803.9% | -732.8% | -88.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling