+143.0%
PEPG vs VT
+23.3%
+119.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +1.0% | +0.4% | +0.5% | +1.1% |
| 30D | +57.1% | +1.0% | +56.1% | +57.4% |
| 3M | +110.1% | +2.4% | +107.8% | +108.1% |
| 6M | -54.0% | +12.0% | -66.0% | -39.3% |
| YTD | -52.2% | +15.3% | -67.6% | -35.5% |
| 1Y | +143.0% | +22.6% | +120.4% | +1,240.0% |
| All | +143.0% | +23.3% | +119.6% | +1,240.0% |
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 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