+166.0%
PEBO vs VT
+224.5%
-58.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | +0.8% | +0.4% | +0.4% | +0.4% |
| 30D | -3.9% | +1.0% | -4.8% | -4.8% |
| 3M | +15.3% | +2.4% | +12.9% | +12.1% |
| 6M | +24.8% | +12.0% | +12.8% | +11.0% |
| YTD | +37.9% | +15.3% | +22.6% | +19.0% |
| 1Y | +34.8% | +22.6% | +12.2% | +9.4% |
| 3Y | +78.7% | +74.7% | +4.0% | +2.1% |
| 5Y | +66.1% | +66.1% | -0.1% | -1.0% |
| All | +166.0% | +224.5% | -58.5% | -21.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling