+143.0%
PEPG vs VOO
+20.9%
+122.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.4% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | +57.1% | +0.1% | +57.0% | +57.0% |
| 3M | +110.1% | +2.0% | +108.1% | +108.2% |
| 6M | -54.0% | +13.0% | -67.0% | -35.4% |
| YTD | -52.2% | +13.6% | -65.8% | -32.8% |
| 1Y | +143.0% | +20.1% | +122.9% | +1,243.0% |
| All | +143.0% | +20.9% | +122.1% | +1,243.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling