+287.4%
PERI vs VT
+215.5%
+71.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.5% |
| 7D | +30.9% | -2.3% | +33.2% | +34.4% |
| 30D | +31.2% | -5.0% | +36.2% | +39.5% |
| 3M | +17.8% | -4.9% | +22.7% | +25.0% |
| 6M | +6.9% | -1.5% | +8.5% | +7.7% |
| YTD | +18.9% | +8.5% | +10.4% | +4.7% |
| 1Y | +26.1% | +11.4% | +14.8% | +7.5% |
| 3Y | -60.0% | +70.1% | -130.1% | -80.7% |
| 5Y | -60.2% | +53.7% | -114.0% | -77.3% |
| All | +287.4% | +215.5% | +71.9% | -11.1% |
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