+578.1%
PEGA vs VOO
+817.1%
-239.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.5% |
| 7D | +3.3% | +0.1% | +3.2% | +3.1% |
| 30D | +17.7% | +0.1% | +17.7% | +17.7% |
| 3M | +5.8% | +2.0% | +3.8% | +2.7% |
| 6M | -20.3% | +13.0% | -33.3% | -32.4% |
| YTD | -37.1% | +13.6% | -50.7% | -47.0% |
| 1Y | -30.2% | +20.1% | -50.3% | -45.2% |
| 3Y | +48.1% | +77.6% | -29.5% | -28.5% |
| 5Y | -46.8% | +82.4% | -129.2% | -74.4% |
| 10Y | +191.3% | +316.8% | -125.5% | -49.6% |
| All | +578.1% | +817.1% | -239.0% | -56.7% |
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