+63.4%
VSH vs PEG
-6.2%
+69.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.6% | -5.6% | -5.1% |
| 7D | -13.6% | +1.0% | -14.7% | -13.9% |
| 30D | -30.4% | +6.6% | -37.0% | -31.5% |
| 3M | -33.3% | -3.1% | -30.2% | -32.9% |
| 6M | -15.1% | -7.4% | -7.7% | -14.2% |
| YTD | +80.2% | -6.4% | +86.7% | +78.1% |
| 1Y | +63.4% | -7.4% | +70.8% | +61.9% |
| All | +63.4% | -6.2% | +69.5% | +61.9% |
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