+194.4%
PEO vs VOO
+315.3%
-120.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.4% | +1.3% |
| 7D | +0.7% | -0.4% | +1.1% | +1.0% |
| 30D | +8.1% | -1.4% | +9.4% | +9.3% |
| 3M | +16.1% | +3.7% | +12.4% | +12.0% |
| 6M | +17.6% | +13.0% | +4.6% | +4.6% |
| YTD | +43.9% | +12.4% | +31.5% | +28.4% |
| 1Y | +49.3% | +18.6% | +30.7% | +26.7% |
| 3Y | +65.9% | +78.1% | -12.1% | -4.4% |
| 5Y | +192.6% | +82.3% | +110.3% | +61.5% |
| 10Y | +194.4% | +322.5% | -128.2% | -29.8% |
| All | +194.4% | +315.3% | -120.9% | -29.8% |
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