+39.6%
PEO vs VT
+10.7%
+28.9%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | -3.0% |
| 7D | -8.8% | -4.2% | -4.6% | -9.3% |
| 30D | -3.2% | -5.8% | +2.6% | -4.0% |
| 3M | +4.3% | -5.2% | +9.5% | +3.5% |
| 6M | +2.9% | +0.1% | +2.8% | +3.2% |
| YTD | +33.4% | +8.2% | +25.2% | +34.1% |
| 1Y | +39.6% | +10.1% | +29.5% | +39.9% |
| All | +39.6% | +10.7% | +28.9% | +39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling