+70.1%
VT vs PEG
+25.9%
+44.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -2.3% | -2.3% | -0.1% | -1.8% |
| 30D | -5.0% | +1.2% | -6.2% | -5.3% |
| 3M | -4.9% | -2.4% | -2.5% | -4.4% |
| 6M | -1.5% | -6.9% | +5.3% | -0.1% |
| YTD | +8.5% | -7.2% | +15.7% | +10.0% |
| 1Y | +11.4% | -8.9% | +20.2% | +13.4% |
| 3Y | +70.1% | +27.1% | +43.0% | +59.0% |
| All | +70.1% | +25.9% | +44.1% | +59.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling