-28.1%
PXED vs VOO
+14.5%
-42.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.5% |
| 7D | -6.7% | -0.8% | -6.0% | -6.1% |
| 30D | -0.4% | -1.1% | +0.7% | +0.6% |
| 3M | -13.5% | +3.9% | -17.4% | -16.5% |
| 6M | -6.1% | +13.6% | -19.8% | -17.9% |
| YTD | -9.5% | +12.7% | -22.2% | -19.5% |
| All | -28.1% | +14.5% | -42.6% | -36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling