+7.6%
PETZ vs VOO
+77.8%
-70.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.4% | -6.2% | -6.4% |
| 7D | +19.3% | +0.1% | +19.2% | +19.2% |
| 30D | +18.3% | +0.1% | +18.3% | +18.3% |
| 3M | +20.3% | +2.0% | +18.3% | +19.3% |
| 6M | +21.5% | +13.0% | +8.4% | +14.8% |
| YTD | +56.0% | +13.6% | +42.5% | +47.3% |
| 1Y | +38.1% | +20.1% | +18.1% | +27.0% |
| All | +7.6% | +77.8% | -70.2% | -35.4% |
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