+120.7%
PEPG vs VOO
+18.2%
+102.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -0.9% |
| 7D | -4.2% | -0.8% | -3.4% | -4.5% |
| 30D | +2.8% | -1.1% | +3.8% | +2.2% |
| 3M | +97.4% | +3.9% | +93.5% | +101.5% |
| 6M | -52.6% | +13.6% | -66.3% | -33.4% |
| YTD | -54.2% | +12.7% | -66.9% | -36.2% |
| 1Y | +120.7% | +17.6% | +103.2% | +583.4% |
| All | +120.7% | +18.2% | +102.5% | +583.4% |
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