+320.2%
PEBO price history and return analytics
+355.4%
-35.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.1% |
| 7D | -1.1% | -0.1% | -1.0% | -1.1% |
| 30D | +8.8% | -3.1% | +11.9% | +12.6% |
| 3M | -4.1% | -3.5% | -0.6% | -0.4% |
| 6M | +14.7% | +0.5% | +14.2% | +12.6% |
| YTD | +34.3% | +10.8% | +23.6% | +16.4% |
| 1Y | +39.3% | +11.9% | +27.4% | +19.1% |
| 3Y | +59.1% | +73.0% | -13.9% | -21.0% |
| 5Y | +51.3% | +58.6% | -7.4% | -19.3% |
| 10Y | +132.2% | +219.2% | -87.0% | -50.9% |
| All | +320.2% | +355.4% | -35.3% | -49.7% |
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