+78.9%
VOO vs PEGA
+48.1%
+30.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | -0.1% |
| 7D | +0.5% | -2.4% | +2.9% | +0.8% |
| 30D | -0.9% | +9.6% | -10.6% | -2.0% |
| 3M | +3.9% | +2.3% | +1.6% | +3.3% |
| 6M | +14.5% | -23.9% | +38.4% | +17.5% |
| YTD | +13.0% | -39.8% | +52.7% | +18.8% |
| 1Y | +19.4% | -37.4% | +56.8% | +24.6% |
| 3Y | +78.9% | +53.1% | +25.7% | +67.6% |
| All | +78.9% | +48.1% | +30.8% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PEGA.
Daily Out/Under-Performance
Portfolio return minus PEGA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEGA 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 3y: compounded portfolio wealth divided by compounded PEGA 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…
3y analysis · Full analysis span regression · 6 months rolling