+61.6%
PEBO price history and return analytics
+74.1%
-12.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -1.3% |
| 7D | -1.8% | +0.4% | -2.1% | -2.1% |
| 30D | +9.6% | -2.6% | +12.2% | +11.5% |
| 3M | -4.2% | -3.2% | -0.9% | -2.0% |
| 6M | +15.5% | +0.9% | +14.5% | +13.9% |
| YTD | +35.3% | +11.3% | +24.0% | +22.5% |
| 1Y | +40.3% | +14.0% | +26.3% | +24.3% |
| 3Y | +61.6% | +75.8% | -14.2% | -14.9% |
| All | +61.6% | +74.1% | -12.5% | -14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling