+172.4%
PEGA vs VOO
+325.3%
-152.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.4% |
| 7D | -3.0% | -0.8% | -2.2% | -2.0% |
| 30D | +15.9% | -1.1% | +17.0% | +17.6% |
| 3M | +10.8% | +3.9% | +7.0% | +5.2% |
| 6M | -16.5% | +13.6% | -30.1% | -29.6% |
| YTD | -39.0% | +12.7% | -51.7% | -48.0% |
| 1Y | -37.3% | +17.6% | -54.9% | -49.3% |
| 3Y | +59.2% | +77.3% | -18.1% | -22.7% |
| 5Y | -44.9% | +84.1% | -129.0% | -73.7% |
| All | +172.4% | +325.3% | -152.9% | -50.5% |
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