+49.3%
PEO vs VOO
+18.9%
+30.4%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.4% | +0.9% |
| 7D | +0.7% | -0.4% | +1.1% | +0.7% |
| 30D | +8.1% | -1.4% | +9.4% | +7.8% |
| 3M | +16.1% | +3.7% | +12.4% | +16.6% |
| 6M | +17.6% | +13.0% | +4.6% | +19.4% |
| YTD | +43.9% | +12.4% | +31.5% | +45.9% |
| 1Y | +49.3% | +18.6% | +30.7% | +54.6% |
| All | +49.3% | +18.9% | +30.4% | +54.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling