+53.9%
PEGA vs VOO
+77.0%
-23.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.6% |
| 7D | -6.1% | -0.4% | -5.8% | -5.7% |
| 30D | +6.4% | -1.4% | +7.8% | +8.4% |
| 3M | +2.9% | +3.7% | -0.8% | -2.2% |
| 6M | -23.8% | +13.0% | -36.9% | -35.7% |
| YTD | -41.1% | +12.4% | -53.5% | -49.9% |
| 1Y | -38.2% | +18.6% | -56.8% | -51.2% |
| All | +53.9% | +77.0% | -23.1% | -30.3% |
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