+221.3%
ROIV vs PEG
-5.5%
+226.8%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +0.7% | +18.0% | +18.6% |
| 7D | +20.2% | +1.0% | +19.1% | +19.9% |
| 30D | +14.1% | -1.9% | +16.0% | +14.6% |
| 3M | +45.6% | -3.7% | +49.3% | +46.4% |
| 6M | +44.1% | -9.4% | +53.6% | +46.6% |
| YTD | +91.2% | -6.0% | +97.1% | +92.9% |
| 1Y | +221.3% | -4.4% | +225.7% | +235.8% |
| All | +221.3% | -5.5% | +226.8% | +235.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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