+42.7%
PEB vs VOO
+817.1%
-774.4%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.2% |
| 7D | -2.5% | +0.1% | -2.6% | -2.7% |
| 30D | -5.6% | +0.1% | -5.6% | -5.7% |
| 3M | +7.1% | +2.0% | +5.1% | +4.0% |
| 6M | +39.1% | +13.0% | +26.1% | +18.1% |
| YTD | +59.5% | +13.6% | +45.9% | +34.6% |
| 1Y | +52.9% | +20.1% | +32.8% | +19.6% |
| 3Y | +25.3% | +77.6% | -52.2% | -38.9% |
| 5Y | -15.9% | +82.4% | -98.4% | -59.8% |
| 10Y | -27.1% | +316.8% | -344.0% | -86.9% |
| All | +42.7% | +817.1% | -774.4% | -90.8% |
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