+98.9%
VSH vs PEG
-5.8%
+104.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.4% | -5.7% | -4.5% |
| 7D | +14.3% | +4.5% | +9.8% | +13.2% |
| 30D | -7.9% | +7.5% | -15.4% | -9.7% |
| 3M | -19.9% | +0.8% | -20.7% | -20.1% |
| 6M | -30.5% | 0.0% | -30.5% | -31.2% |
| YTD | +85.7% | -3.0% | +88.7% | +81.1% |
| 1Y | +98.9% | -4.7% | +103.7% | +97.3% |
| All | +98.9% | -5.8% | +104.7% | +97.3% |
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 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