+542.6%
PEBK vs VT
+346.0%
+196.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.6% |
| 7D | -6.3% | -2.3% | -4.0% | -5.5% |
| 30D | -5.8% | -5.0% | -0.8% | -4.0% |
| 3M | -3.7% | -4.9% | +1.2% | -1.9% |
| 6M | +3.1% | -1.5% | +4.6% | +3.4% |
| YTD | +16.2% | +8.5% | +7.8% | +12.3% |
| 1Y | +43.0% | +11.4% | +31.7% | +36.8% |
| 3Y | +82.3% | +70.1% | +12.2% | +49.4% |
| 5Y | +68.4% | +53.7% | +14.7% | +41.9% |
| 10Y | +191.5% | +220.0% | -28.5% | +103.9% |
| All | +542.6% | +346.0% | +196.6% | +415.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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