+311.3%
PEG vs VOO
+812.0%
-500.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.1% |
| 7D | +1.0% | +0.5% | +0.5% | +0.7% |
| 30D | -1.9% | -0.9% | -0.9% | -1.3% |
| 3M | -3.7% | +3.9% | -7.6% | -6.1% |
| 6M | -9.4% | +14.5% | -24.0% | -17.1% |
| YTD | -6.0% | +13.0% | -18.9% | -13.3% |
| 1Y | -4.4% | +19.4% | -23.8% | -14.9% |
| 3Y | +33.5% | +78.9% | -45.3% | -8.9% |
| 5Y | +35.7% | +82.3% | -46.5% | -9.8% |
| 10Y | +140.4% | +314.2% | -173.8% | -7.4% |
| All | +311.3% | +812.0% | -500.6% | -9.2% |
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