+755.9%
PECO vs VT
+79.2%
+676.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | 0.0% | -0.7% | +0.7% | +0.2% |
| 30D | +9.1% | -1.7% | +10.9% | +9.8% |
| 3M | +4.6% | -2.3% | +6.9% | +5.4% |
| 6M | +5.3% | +1.5% | +3.8% | +4.3% |
| YTD | +18.9% | +12.0% | +6.9% | +12.8% |
| 1Y | +22.3% | +12.9% | +9.5% | +15.6% |
| 3Y | +35.8% | +74.9% | -39.1% | +6.1% |
| 5Y | +42.7% | +59.9% | -17.2% | -10.4% |
| All | +755.9% | +79.2% | +676.7% | +515.1% |
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