-53.5%
PED price history and return analytics
+221.8%
-275.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.3% | -10.0% | -10.2% |
| 7D | -21.3% | +2.4% | -23.7% | -21.7% |
| 30D | -8.6% | -1.5% | -7.1% | -8.2% |
| 3M | -2.8% | -4.1% | +1.3% | -1.8% |
| 6M | -15.9% | +0.6% | -16.5% | -16.3% |
| YTD | +4.6% | +11.0% | -6.5% | +0.4% |
| 1Y | +0.8% | +13.3% | -12.6% | -4.0% |
| 3Y | -31.9% | +73.4% | -105.3% | -43.5% |
| 5Y | -56.9% | +57.4% | -114.4% | -64.0% |
| All | -53.5% | +221.8% | -275.3% | -20.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling