+238.5%
PEP vs VOO
+817.1%
-578.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | +0.2% | +0.1% | +0.2% | +0.2% |
| 3M | -1.1% | +2.0% | -3.1% | -2.4% |
| 6M | -13.5% | +13.0% | -26.5% | -19.5% |
| YTD | -1.2% | +13.6% | -14.8% | -8.5% |
| 1Y | -1.6% | +20.1% | -21.6% | -11.9% |
| 3Y | -12.5% | +77.6% | -90.1% | -39.2% |
| 5Y | +3.0% | +82.4% | -79.4% | -30.6% |
| 10Y | +73.9% | +316.8% | -242.9% | -30.7% |
| All | +238.5% | +817.1% | -578.6% | -10.5% |
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