+30.1%
PED vs VOO
+14.7%
+15.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | +1.9% |
| 7D | -7.7% | -0.7% | -7.0% | -8.8% |
| 30D | +17.1% | -1.1% | +18.2% | +14.7% |
| 3M | +46.1% | -0.3% | +46.5% | +44.6% |
| 6M | -5.4% | +7.4% | -12.8% | +10.1% |
| YTD | +35.2% | +13.4% | +21.8% | +85.1% |
| 1Y | +30.1% | +14.8% | +15.3% | +78.5% |
| All | +30.1% | +14.7% | +15.4% | +78.5% |
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 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