+769.3%
VST vs PEG
+35.8%
+733.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.7% | +3.7% |
| 7D | +8.9% | +0.7% | +8.2% | +8.1% |
| 30D | +6.2% | -2.4% | +8.6% | +8.9% |
| 3M | -2.7% | -4.8% | +2.1% | +1.9% |
| 6M | -8.4% | -10.7% | +2.3% | +3.2% |
| YTD | -7.2% | -6.7% | -0.5% | +0.1% |
| 1Y | -20.9% | -6.8% | -14.1% | -14.9% |
| 3Y | +384.0% | +34.5% | +349.5% | +338.5% |
| All | +769.3% | +35.8% | +733.5% | +664.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling