+172.5%
VEA vs PEG
+254.2%
-81.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.2% | -0.8% |
| 7D | +1.9% | +1.0% | +0.8% | +1.4% |
| 30D | +0.8% | -1.9% | +2.6% | +1.6% |
| 3M | +5.7% | -3.7% | +9.4% | +7.3% |
| 6M | +13.3% | -9.4% | +22.7% | +18.2% |
| YTD | +18.4% | -6.0% | +24.4% | +21.1% |
| 1Y | +27.0% | -4.4% | +31.3% | +28.4% |
| 3Y | +79.3% | +33.5% | +45.7% | +50.5% |
| 5Y | +62.1% | +35.7% | +26.4% | +32.7% |
| 10Y | +160.3% | +140.4% | +19.8% | +47.3% |
| All | +172.5% | +254.2% | -81.7% | +4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling