+92.5%
VRT vs PEG
-6.4%
+98.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.3% | -8.3% | -9.1% |
| 7D | +2.4% | -0.1% | +2.5% | +2.5% |
| 30D | -2.7% | -1.7% | -0.9% | -2.0% |
| 3M | -9.2% | -6.8% | -2.4% | -7.9% |
| 6M | -0.5% | -11.4% | +10.9% | +3.4% |
| YTD | +62.3% | -7.2% | +69.6% | +65.6% |
| All | +92.5% | -6.4% | +98.9% | +96.7% |
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