+662.8%
PENG vs VOO
+270.7%
+392.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | 0.0% |
| 7D | +7.8% | +0.5% | +7.3% | +6.8% |
| 30D | -12.2% | -0.9% | -11.3% | -10.7% |
| 3M | -20.6% | +3.9% | -24.5% | -24.0% |
| 6M | +180.9% | +14.5% | +166.4% | +134.5% |
| YTD | +162.3% | +13.0% | +149.3% | +125.0% |
| 1Y | +107.3% | +19.4% | +87.8% | +63.5% |
| 3Y | +110.8% | +78.9% | +31.9% | -6.1% |
| 5Y | +117.8% | +82.3% | +35.6% | -2.1% |
| All | +662.8% | +270.7% | +392.1% | +17.7% |
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 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