+36.5%
PEG vs VOO
+78.5%
-42.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.6% |
| 7D | +4.5% | +2.6% | +1.9% | +3.5% |
| 30D | +7.5% | -2.0% | +9.5% | +8.2% |
| 3M | +0.8% | -2.8% | +3.6% | +1.8% |
| 6M | 0.0% | +2.2% | -2.1% | -1.2% |
| YTD | -3.0% | +11.5% | -14.6% | -8.2% |
| 1Y | -4.7% | +13.5% | -18.2% | -10.6% |
| 3Y | +36.5% | +78.1% | -41.6% | -5.5% |
| All | +36.5% | +78.5% | -42.0% | -5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling