+27.9%
VTV vs PEG
-6.2%
+34.1%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | +1.8% | +1.0% | +0.7% | +1.6% |
| 30D | +6.0% | +6.6% | -0.6% | +4.8% |
| 3M | +3.7% | -3.1% | +6.8% | +4.2% |
| 6M | +13.9% | -7.4% | +21.3% | +15.4% |
| YTD | +22.8% | -6.4% | +29.2% | +23.7% |
| 1Y | +27.9% | -7.4% | +35.3% | +29.0% |
| All | +27.9% | -6.2% | +34.1% | +29.0% |
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 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