+38.0%
PEG vs VOO
+80.3%
-42.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -0.9% | -2.0% | +1.1% | 0.0% |
| 30D | -2.8% | -1.7% | -1.1% | -2.0% |
| 3M | -6.9% | +4.7% | -11.7% | -9.2% |
| 6M | -11.4% | +12.6% | -24.0% | -16.8% |
| YTD | -7.4% | +11.8% | -19.1% | -12.8% |
| 1Y | -8.3% | +17.5% | -25.8% | -16.0% |
| 3Y | +31.5% | +77.0% | -45.4% | -3.8% |
| 5Y | +38.0% | +82.6% | -44.6% | -5.1% |
| All | +38.0% | +80.3% | -42.4% | -5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling