-85.5%
PEW vs VOO
+63.4%
-148.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -0.4% | -17.1% | -17.3% |
| 7D | -22.3% | +2.6% | -24.9% | -23.2% |
| 30D | -20.2% | -2.0% | -18.2% | -19.4% |
| 3M | -45.9% | -2.8% | -43.2% | -45.2% |
| 6M | -52.9% | +2.2% | -55.1% | -53.1% |
| YTD | -51.5% | +11.5% | -63.0% | -53.0% |
| 1Y | -64.8% | +13.5% | -78.3% | -66.0% |
| All | -85.5% | +63.4% | -148.9% | -86.3% |
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