+248.9%
PEP vs VOO
+798.5%
-549.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -2.0% | -0.9% |
| 7D | +1.0% | +0.1% | +1.0% | +0.9% |
| 30D | +12.6% | -3.3% | +15.9% | +14.5% |
| 3M | +3.1% | -2.4% | +5.5% | +4.2% |
| 6M | -6.3% | +2.6% | -8.9% | -8.1% |
| YTD | +1.9% | +11.3% | -9.4% | -4.8% |
| 1Y | +3.3% | +13.4% | -10.2% | -4.7% |
| 3Y | -4.8% | +80.3% | -85.1% | -34.7% |
| 5Y | +2.0% | +72.7% | -70.7% | -29.1% |
| 10Y | +80.3% | +310.0% | -229.7% | -27.7% |
| All | +248.9% | +798.5% | -549.5% | -6.9% |
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