+271.4%
PEO vs VOO
+817.1%
-545.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.9% |
| 7D | +2.0% | +0.1% | +1.9% | +1.9% |
| 30D | +10.2% | +0.1% | +10.2% | +10.1% |
| 3M | +11.0% | +2.0% | +9.0% | +8.4% |
| 6M | +12.0% | +13.0% | -1.1% | -1.3% |
| YTD | +41.0% | +13.6% | +27.5% | +23.5% |
| 1Y | +44.0% | +20.1% | +23.9% | +19.3% |
| 3Y | +62.9% | +77.6% | -14.7% | -9.3% |
| 5Y | +182.7% | +82.4% | +100.3% | +49.7% |
| 10Y | +188.2% | +316.8% | -128.7% | -36.4% |
| All | +271.4% | +817.1% | -545.7% | -66.0% |
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