+129.2%
PESI vs VOO
+18.2%
+111.0%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +1.3% |
| 7D | +0.4% | -0.8% | +1.1% | +1.8% |
| 30D | -3.4% | -1.1% | -2.3% | -1.4% |
| 3M | +91.9% | +3.9% | +88.0% | +78.1% |
| 6M | +41.1% | +13.6% | +27.5% | +8.7% |
| YTD | +49.1% | +12.7% | +36.4% | +18.5% |
| 1Y | +129.2% | +17.6% | +111.6% | +67.8% |
| All | +129.2% | +18.2% | +111.0% | +67.8% |
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