+54.5%
PEB price history and return analytics
+423.8%
-369.3%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.7% |
| 7D | +1.2% | -0.1% | +1.4% | +1.5% |
| 30D | +16.2% | -3.1% | +19.3% | +21.0% |
| 3M | +25.5% | -3.5% | +29.0% | +31.0% |
| 6M | +51.1% | +0.5% | +50.6% | +49.5% |
| YTD | +96.7% | +10.8% | +85.9% | +71.7% |
| 1Y | +93.4% | +11.9% | +81.5% | +66.6% |
| 3Y | +92.5% | +73.0% | +19.5% | -0.4% |
| 5Y | -9.3% | +58.6% | -68.0% | -46.7% |
| 10Y | +1.4% | +219.2% | -217.8% | -70.4% |
| All | +54.5% | +423.8% | -369.3% | -69.7% |
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