+718.4%
VTV vs PEG
+654.1%
+64.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.1% |
| 7D | +0.3% | +1.0% | -0.7% | -0.2% |
| 30D | +0.1% | -1.9% | +2.0% | +1.0% |
| 3M | +6.2% | -3.7% | +9.9% | +7.9% |
| 6M | +13.5% | -9.4% | +22.9% | +18.4% |
| YTD | +18.9% | -6.0% | +24.8% | +21.6% |
| 1Y | +25.8% | -4.4% | +30.2% | +27.3% |
| 3Y | +68.7% | +33.5% | +35.2% | +42.7% |
| 5Y | +80.3% | +35.7% | +44.6% | +49.4% |
| 10Y | +226.3% | +140.4% | +85.9% | +97.1% |
| All | +718.4% | +654.1% | +64.3% | +195.2% |
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