+69.5%
VG vs PEG
-7.6%
+77.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.3% |
| 7D | +5.5% | +1.5% | +4.0% | +6.0% |
| 30D | -3.6% | +5.0% | -8.6% | -2.0% |
| 3M | -4.0% | -0.3% | -3.7% | -4.4% |
| 6M | +9.4% | -2.7% | +12.0% | +8.7% |
| YTD | +86.6% | -5.1% | +91.7% | +71.1% |
| 1Y | +69.5% | -8.3% | +77.8% | +69.1% |
| All | +69.5% | -7.6% | +77.1% | +69.1% |
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