+694.4%
PECO vs VOO
+111.5%
+582.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.2% |
| 7D | -1.4% | -0.8% | -0.6% | -1.1% |
| 30D | -4.1% | -1.1% | -3.0% | -3.6% |
| 3M | -6.8% | +3.9% | -10.7% | -8.4% |
| 6M | +1.7% | +13.6% | -12.0% | -4.2% |
| YTD | +10.4% | +12.7% | -2.3% | +4.3% |
| 1Y | +10.6% | +17.6% | -7.0% | +2.2% |
| 3Y | +21.5% | +77.3% | -55.9% | -8.5% |
| 5Y | +57.7% | +84.1% | -26.5% | +14.3% |
| All | +694.4% | +111.5% | +582.9% | +536.5% |
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 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