+46.8%
PEB price history and return analytics
+412.9%
-366.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.2% |
| 7D | -1.9% | -2.3% | +0.4% | +1.1% |
| 30D | +12.9% | -5.0% | +17.8% | +20.5% |
| 3M | +14.5% | -4.9% | +19.4% | +21.8% |
| 6M | +44.9% | -1.5% | +46.5% | +47.1% |
| YTD | +86.9% | +8.5% | +78.4% | +67.6% |
| 1Y | +103.2% | +11.4% | +91.9% | +76.1% |
| 3Y | +70.5% | +70.1% | +0.4% | -9.9% |
| 5Y | -16.6% | +53.7% | -70.3% | -49.0% |
| 10Y | +4.6% | +220.0% | -215.4% | -69.4% |
| All | +46.8% | +412.9% | -366.1% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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