+262.2%
PXE vs VOO
+807.8%
-545.6%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +1.2% |
| 7D | +1.0% | -0.4% | +1.4% | +1.4% |
| 30D | +10.6% | -1.4% | +12.0% | +12.3% |
| 3M | +19.6% | +3.7% | +15.9% | +13.5% |
| 6M | +22.5% | +13.0% | +9.4% | +3.6% |
| YTD | +53.5% | +12.4% | +41.1% | +30.4% |
| 1Y | +50.6% | +18.6% | +32.0% | +19.5% |
| 3Y | +36.4% | +78.1% | -41.6% | -35.0% |
| 5Y | +193.7% | +82.3% | +111.5% | +33.7% |
| 10Y | +150.4% | +322.5% | -172.1% | -62.3% |
| All | +262.2% | +807.8% | -545.6% | -80.6% |
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