+123.4%
VRT vs PEG
-7.0%
+130.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.4% |
| 7D | +9.1% | +0.7% | +8.4% | +8.9% |
| 30D | +0.9% | -2.4% | +3.4% | +1.9% |
| 3M | -13.4% | -4.8% | -8.6% | -12.9% |
| 6M | +11.7% | -10.7% | +22.4% | +16.6% |
| YTD | +73.2% | -6.7% | +79.9% | +76.5% |
| 1Y | +123.4% | -6.8% | +130.3% | +125.7% |
| All | +123.4% | -7.0% | +130.4% | +125.7% |
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