-74.2%
PERI vs VOO
+77.0%
-151.2%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.8% |
| 7D | -6.1% | -0.4% | -5.7% | -5.7% |
| 30D | -10.0% | -1.4% | -8.6% | -8.7% |
| 3M | +12.6% | +3.7% | +8.9% | +8.3% |
| 6M | +1.3% | +13.0% | -11.8% | -11.7% |
| YTD | -7.8% | +12.4% | -20.3% | -19.2% |
| 1Y | -2.9% | +18.6% | -21.5% | -19.7% |
| All | -74.2% | +77.0% | -151.2% | -89.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling