+183.1%
PEO vs VT
+215.5%
-32.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.3% |
| 7D | -9.7% | -2.3% | -7.4% | -7.9% |
| 30D | -2.3% | -5.0% | +2.6% | +2.1% |
| 3M | +4.1% | -4.9% | +8.9% | +8.5% |
| 6M | +8.1% | -1.5% | +9.7% | +8.3% |
| YTD | +34.2% | +8.5% | +25.7% | +21.1% |
| 1Y | +39.6% | +11.4% | +28.2% | +22.6% |
| 3Y | +68.4% | +70.1% | -1.6% | -5.5% |
| 5Y | +131.8% | +53.7% | +78.1% | +43.5% |
| All | +183.1% | +215.5% | -32.4% | -14.6% |
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