+37.3%
PEBO vs VOO
+17.3%
+20.0%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | +0.3% | -2.0% | +2.2% | +1.0% |
| 30D | -2.9% | -1.7% | -1.2% | -2.3% |
| 3M | +11.4% | +4.7% | +6.6% | +9.2% |
| 6M | +28.0% | +12.6% | +15.5% | +20.7% |
| YTD | +37.1% | +11.8% | +25.4% | +29.5% |
| 1Y | +37.3% | +17.5% | +19.7% | +25.4% |
| All | +37.3% | +17.3% | +20.0% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling