-77.1%
PEW vs VOO
+64.8%
-141.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | +1.8% | -0.4% | +2.1% | +1.9% |
| 30D | -13.5% | -1.4% | -12.1% | -13.0% |
| 3M | -9.8% | +3.7% | -13.5% | -10.8% |
| 6M | -19.8% | +13.0% | -32.8% | -22.9% |
| YTD | -23.3% | +12.4% | -35.7% | -26.0% |
| 1Y | -62.0% | +18.6% | -80.6% | -63.7% |
| All | -77.1% | +64.8% | -141.8% | -78.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling