+190.8%
PEO vs VOO
+82.3%
+108.5%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +1.4% |
| 7D | +0.4% | +0.5% | -0.2% | +0.1% |
| 30D | +10.8% | -0.9% | +11.8% | +11.4% |
| 3M | +13.4% | +3.9% | +9.5% | +10.6% |
| 6M | +15.0% | +14.5% | +0.5% | +5.3% |
| YTD | +42.6% | +13.0% | +29.6% | +31.6% |
| 1Y | +48.2% | +19.4% | +28.8% | +31.8% |
| 3Y | +64.4% | +78.9% | -14.5% | +11.6% |
| 5Y | +190.8% | +82.3% | +108.5% | +93.8% |
| All | +190.8% | +82.3% | +108.5% | +93.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling