-99.7%
PED vs VOO
+800.4%
-900.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.4% | -9.9% | -10.2% |
| 7D | -21.3% | +2.6% | -23.9% | -21.8% |
| 30D | -8.6% | -2.0% | -6.6% | -8.1% |
| 3M | -2.8% | -2.8% | -0.1% | -2.1% |
| 6M | -15.9% | +2.2% | -18.1% | -16.6% |
| YTD | +4.6% | +11.5% | -7.0% | +0.7% |
| 1Y | +0.8% | +13.5% | -12.7% | -3.6% |
| 3Y | -31.9% | +78.1% | -110.0% | -42.9% |
| 5Y | -56.9% | +73.1% | -130.1% | -63.9% |
| 10Y | -56.6% | +310.7% | -367.4% | -67.2% |
| All | -99.7% | +800.4% | -900.1% | -99.8% |
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