-99.1%
PETZ vs VOO
+239.7%
-338.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -3.2% | -2.7% | -0.5% | -1.4% |
| 30D | -11.1% | -5.4% | -5.7% | -7.7% |
| 3M | -21.6% | -4.1% | -17.5% | -19.3% |
| 6M | +21.2% | +0.7% | +20.5% | +20.0% |
| YTD | +31.9% | +8.7% | +23.1% | +23.5% |
| 1Y | +15.4% | +11.0% | +4.4% | +6.3% |
| 3Y | -11.8% | +75.5% | -87.2% | -43.4% |
| 5Y | -98.5% | +68.4% | -166.8% | -99.0% |
| All | -99.1% | +239.7% | -338.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling