+134.7%
PEY vs VOO
+325.3%
-190.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.4% |
| 7D | -3.2% | -0.8% | -2.4% | -2.6% |
| 30D | -3.2% | -1.1% | -2.1% | -2.4% |
| 3M | +4.7% | +3.9% | +0.8% | +1.4% |
| 6M | +17.0% | +13.6% | +3.3% | +5.1% |
| YTD | +21.1% | +12.7% | +8.4% | +9.5% |
| 1Y | +17.4% | +17.6% | -0.1% | +2.5% |
| 3Y | +38.5% | +77.3% | -38.8% | -14.6% |
| 5Y | +50.3% | +84.1% | -33.8% | -11.7% |
| All | +134.7% | +325.3% | -190.6% | -35.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling