+161.1%
VEA vs PEG
+148.0%
+13.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.5% | -0.9% | -0.6% | -1.1% |
| 30D | -0.8% | -3.7% | +2.9% | +0.5% |
| 3M | +2.5% | -7.3% | +9.7% | +5.1% |
| 6M | +11.1% | -10.5% | +21.6% | +15.2% |
| YTD | +17.2% | -7.5% | +24.7% | +19.9% |
| 1Y | +24.5% | -8.7% | +33.2% | +27.8% |
| 3Y | +75.4% | +31.4% | +44.1% | +54.7% |
| 5Y | +61.1% | +37.8% | +23.3% | +38.0% |
| All | +161.1% | +148.0% | +13.1% | +83.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling