+39.4%
PEBO price history and return analytics
+11.9%
+27.5%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | -0.4% | +2.4% | -2.7% | -1.0% |
| 30D | +8.6% | -1.5% | +10.1% | +9.1% |
| 3M | -5.9% | -4.1% | -1.8% | -4.9% |
| 6M | +18.8% | +0.6% | +18.3% | +18.5% |
| YTD | +34.1% | +11.0% | +23.1% | +28.0% |
| 1Y | +39.4% | +13.3% | +26.1% | +31.3% |
| All | +39.4% | +11.9% | +27.5% | +31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling