+109.7%
VSH vs PEG
-6.5%
+116.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | +3.1% | -0.9% | +4.0% | +3.4% |
| 30D | -5.7% | -2.8% | -3.0% | -4.9% |
| 3M | -42.5% | -6.9% | -35.5% | -41.4% |
| 6M | +82.7% | -11.4% | +94.1% | +89.4% |
| YTD | +118.2% | -7.4% | +125.6% | +118.6% |
| 1Y | +109.7% | -8.3% | +117.9% | +109.6% |
| All | +109.7% | -6.5% | +116.2% | +109.6% |
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