+155.2%
PEBO vs VOO
+321.7%
-166.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.5% |
| 7D | +0.3% | -2.0% | +2.2% | +2.0% |
| 30D | -2.9% | -1.7% | -1.2% | -1.5% |
| 3M | +11.4% | +4.7% | +6.6% | +6.5% |
| 6M | +28.0% | +12.6% | +15.5% | +14.4% |
| YTD | +37.1% | +11.8% | +25.4% | +23.2% |
| 1Y | +37.3% | +17.5% | +19.7% | +17.7% |
| 3Y | +84.9% | +77.0% | +7.9% | +8.4% |
| 5Y | +67.2% | +82.6% | -15.4% | -6.8% |
| All | +155.2% | +321.7% | -166.5% | -42.6% |
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