+36.0%
PEBO price history and return analytics
+19.8%
+16.2%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | -3.1% | -0.7% | -2.4% | -2.8% |
| 3M | +11.7% | +4.0% | +7.7% | +10.0% |
| 6M | +26.4% | +12.3% | +14.1% | +19.9% |
| YTD | +35.8% | +14.0% | +21.8% | +26.9% |
| All | +36.0% | +19.8% | +16.2% | +22.4% |
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 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