+584.7%
PEBO vs VOO
+800.4%
-215.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | -0.4% | +2.6% | -2.9% | -3.0% |
| 30D | +8.6% | -2.0% | +10.6% | +10.6% |
| 3M | -5.9% | -2.8% | -3.1% | -3.5% |
| 6M | +18.8% | +2.2% | +16.6% | +15.2% |
| YTD | +34.1% | +11.5% | +22.6% | +18.2% |
| 1Y | +39.4% | +13.5% | +25.9% | +20.6% |
| 3Y | +57.3% | +78.1% | -20.7% | -16.5% |
| 5Y | +50.4% | +73.1% | -22.8% | -20.0% |
| 10Y | +118.4% | +310.7% | -192.4% | -61.2% |
| All | +584.7% | +800.4% | -215.7% | -75.5% |
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