+253.6%
PEO vs VOO
+798.5%
-544.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | -2.0% |
| 7D | -6.8% | +0.1% | -6.9% | -7.0% |
| 30D | -4.7% | -3.3% | -1.4% | -2.0% |
| 3M | +4.4% | -2.4% | +6.8% | +6.2% |
| 6M | +10.8% | +2.6% | +8.2% | +7.1% |
| YTD | +34.3% | +11.3% | +23.0% | +19.4% |
| 1Y | +38.3% | +13.4% | +24.8% | +20.5% |
| 3Y | +73.1% | +80.3% | -7.2% | -5.5% |
| 5Y | +128.6% | +72.7% | +55.9% | +27.5% |
| 10Y | +179.1% | +310.0% | -131.0% | -37.9% |
| All | +253.6% | +798.5% | -544.9% | -67.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling