-63.4%
PED vs VOO
+321.7%
-385.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | +0.6% | -2.0% | +2.5% | +1.1% |
| 30D | +27.1% | -1.7% | +28.8% | +27.7% |
| 3M | +5.9% | +4.7% | +1.2% | +4.4% |
| 6M | +9.2% | +12.6% | -3.4% | +4.9% |
| YTD | +29.3% | +11.8% | +17.5% | +24.3% |
| 1Y | +20.9% | +17.5% | +3.3% | +14.3% |
| 3Y | -32.3% | +77.0% | -109.3% | -43.6% |
| 5Y | -39.7% | +82.6% | -122.2% | -50.5% |
| All | -63.4% | +321.7% | -385.1% | -26.5% |
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