+183.8%
VXUS vs PEG
+300.2%
-116.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | +1.0% | +0.7% | +0.3% | +0.8% |
| 30D | +2.2% | -2.4% | +4.6% | +3.1% |
| 3M | +3.0% | -4.8% | +7.8% | +4.6% |
| 6M | +10.7% | -10.7% | +21.3% | +15.0% |
| YTD | +17.8% | -6.7% | +24.5% | +20.3% |
| 1Y | +27.6% | -6.8% | +34.4% | +30.1% |
| 3Y | +73.3% | +34.5% | +38.8% | +50.5% |
| 5Y | +54.3% | +35.8% | +18.6% | +31.8% |
| 10Y | +149.8% | +141.7% | +8.1% | +59.1% |
| All | +183.8% | +300.2% | -116.4% | +25.5% |
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