-99.1%
PETZ vs VOO
+251.0%
-350.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | 0.0% |
| 7D | -11.3% | -0.9% | -10.4% | -10.8% |
| 30D | -9.8% | -2.3% | -7.5% | -8.5% |
| 3M | -28.6% | -1.2% | -27.4% | -28.1% |
| 6M | +12.2% | +3.3% | +8.9% | +9.1% |
| YTD | +20.9% | +12.3% | +8.6% | +10.6% |
| 1Y | +6.8% | +12.5% | -5.7% | -2.6% |
| 3Y | -19.1% | +79.2% | -98.3% | -48.9% |
| 5Y | -99.1% | +75.7% | -174.8% | -99.4% |
| All | -99.1% | +251.0% | -350.1% | -99.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling