+73.1%
PEO vs VOO
+78.4%
-5.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | -0.9% |
| 7D | -6.8% | +0.1% | -6.9% | -6.9% |
| 30D | -4.7% | -3.3% | -1.4% | -3.3% |
| 3M | +4.4% | -2.4% | +6.8% | +5.4% |
| 6M | +10.8% | +2.6% | +8.2% | +8.9% |
| YTD | +34.3% | +11.3% | +23.0% | +25.8% |
| 1Y | +38.3% | +13.4% | +24.8% | +27.8% |
| 3Y | +73.1% | +80.3% | -7.2% | +16.3% |
| All | +73.1% | +78.4% | -5.3% | +16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling