+2,723.0%
VRT vs PEG
+90.8%
+2,632.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.4% |
| 7D | +9.1% | +0.7% | +8.4% | +8.7% |
| 30D | +0.9% | -2.4% | +3.4% | +2.5% |
| 3M | -13.4% | -4.8% | -8.6% | -11.2% |
| 6M | +11.7% | -10.7% | +22.4% | +19.2% |
| YTD | +73.2% | -6.7% | +79.9% | +79.8% |
| 1Y | +123.4% | -6.8% | +130.3% | +131.1% |
| 3Y | +606.2% | +34.5% | +571.7% | +501.7% |
| 5Y | +899.9% | +35.8% | +864.1% | +742.5% |
| All | +2,723.0% | +90.8% | +2,632.3% | +1,765.3% |
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