+144.2%
PEY vs VT
+215.5%
-71.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.7% | -1.6% |
| 7D | +1.1% | -2.3% | +3.4% | +3.0% |
| 30D | +8.6% | -5.0% | +13.5% | +12.9% |
| 3M | +0.9% | -4.9% | +5.8% | +4.9% |
| 6M | +14.7% | -1.5% | +16.3% | +15.3% |
| YTD | +25.8% | +8.5% | +17.4% | +16.0% |
| 1Y | +28.3% | +11.4% | +16.9% | +15.6% |
| 3Y | +49.7% | +70.1% | -20.4% | -7.3% |
| 5Y | +49.4% | +53.7% | -4.3% | +0.5% |
| All | +144.2% | +215.5% | -71.3% | -16.9% |
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 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