-76.7%
PEW vs VOO
+66.4%
-143.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -10.6% | +0.1% | -10.7% | -10.6% |
| 3M | -13.0% | +2.0% | -15.0% | -13.6% |
| 6M | -16.7% | +13.0% | -29.7% | -20.0% |
| YTD | -21.9% | +13.6% | -35.5% | -25.1% |
| 1Y | -58.2% | +20.1% | -78.3% | -60.2% |
| All | -76.7% | +66.4% | -143.1% | -78.2% |
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