+336.8%
ROIV vs PEG
+36.1%
+300.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.6% |
| 7D | +1.7% | +4.5% | -2.8% | +0.3% |
| 30D | +17.6% | +7.5% | +10.0% | +14.9% |
| 3M | +9.0% | +0.8% | +8.1% | +8.6% |
| 6M | +35.3% | 0.0% | +35.3% | +34.9% |
| YTD | +82.2% | -3.0% | +85.2% | +82.9% |
| 1Y | +92.3% | -4.7% | +97.0% | +94.1% |
| 3Y | +336.8% | +36.5% | +300.3% | +277.4% |
| All | +336.8% | +36.1% | +300.7% | +277.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling