+192.3%
PEO vs VOO
+309.6%
-117.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.8% |
| 7D | +4.0% | +2.6% | +1.4% | +1.8% |
| 30D | -3.3% | -2.0% | -1.3% | -1.9% |
| 3M | +3.7% | -2.8% | +6.5% | +5.8% |
| 6M | +11.6% | +2.2% | +9.4% | +8.5% |
| YTD | +39.5% | +11.5% | +28.0% | +24.9% |
| 1Y | +41.3% | +13.5% | +27.8% | +24.5% |
| 3Y | +76.4% | +78.1% | -1.7% | +1.4% |
| 5Y | +140.0% | +73.1% | +66.9% | +39.5% |
| All | +192.3% | +309.6% | -117.3% | -23.1% |
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