+954.4%
VTI vs PEG
+743.2%
+211.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.9% |
| 7D | +0.6% | +1.0% | -0.4% | +0.2% |
| 30D | -1.1% | -1.9% | +0.8% | -0.3% |
| 3M | +3.9% | -3.7% | +7.6% | +5.4% |
| 6M | +14.6% | -9.4% | +24.1% | +19.0% |
| YTD | +13.3% | -6.0% | +19.3% | +15.5% |
| 1Y | +19.2% | -4.4% | +23.5% | +20.3% |
| 3Y | +77.4% | +33.5% | +43.9% | +52.1% |
| 5Y | +74.0% | +35.7% | +38.3% | +46.5% |
| 10Y | +294.6% | +140.4% | +154.2% | +149.0% |
| All | +954.4% | +743.2% | +211.2% | +268.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling