+50.0%
VG vs PEG
-6.5%
+56.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | -0.2% |
| 7D | -22.0% | -2.3% | -19.8% | -22.7% |
| 30D | -11.6% | +1.2% | -12.9% | -11.3% |
| 3M | -14.9% | -2.4% | -12.5% | -15.7% |
| 6M | -3.5% | -6.9% | +3.3% | -5.9% |
| YTD | +70.0% | -7.2% | +77.2% | +55.0% |
| 1Y | +50.0% | -8.9% | +58.9% | +42.5% |
| All | +50.0% | -6.5% | +56.5% | +42.5% |
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 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