+25.5%
PEY vs VT
+13.3%
+12.2%
-9.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.1% |
| 7D | +1.8% | -1.6% | +3.4% | +2.1% |
| 30D | +7.7% | -2.5% | +10.2% | +8.2% |
| 3M | +1.5% | -1.3% | +2.8% | +1.7% |
| 6M | +13.2% | +3.1% | +10.1% | +11.8% |
| YTD | +25.2% | +10.9% | +14.3% | +19.8% |
| All | +25.5% | +13.3% | +12.2% | +18.4% |
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