+757.1%
PECO vs VT
+77.6%
+679.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +1.6% | +2.4% | -0.8% | +0.6% |
| 30D | +9.9% | -1.5% | +11.4% | +10.5% |
| 3M | +2.8% | -4.1% | +6.9% | +4.3% |
| 6M | +6.4% | +0.6% | +5.8% | +5.8% |
| YTD | +19.1% | +11.0% | +8.1% | +13.4% |
| 1Y | +22.9% | +13.3% | +9.5% | +15.8% |
| 3Y | +36.9% | +73.4% | -36.5% | +7.3% |
| 5Y | +45.4% | +57.4% | -12.0% | -10.0% |
| All | +757.1% | +77.6% | +679.6% | +518.0% |
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