+250.4%
ROIV vs PEG
+35.8%
+214.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.7% | +1.5% |
| 7D | +0.6% | +0.7% | -0.1% | +0.5% |
| 30D | +1.0% | -2.4% | +3.4% | +1.6% |
| 3M | +18.3% | -4.8% | +23.1% | +19.6% |
| 6M | +18.3% | -10.7% | +29.0% | +21.4% |
| YTD | +61.0% | -6.7% | +67.6% | +63.2% |
| 1Y | +177.9% | -6.8% | +184.7% | +181.5% |
| 3Y | +199.1% | +34.5% | +164.6% | +179.1% |
| All | +250.4% | +35.8% | +214.5% | +245.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling