-61.2%
PED price history and return analytics
+222.7%
-283.9%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | +2.2% | -0.1% | +2.4% | +2.3% |
| 30D | +31.3% | -0.7% | +31.9% | +31.5% |
| 3M | +11.0% | +4.0% | +7.0% | +9.8% |
| 6M | -4.5% | +12.3% | -16.8% | -7.9% |
| YTD | +30.8% | +14.0% | +16.8% | +25.3% |
| 1Y | +18.9% | +20.3% | -1.4% | +12.0% |
| 3Y | -31.5% | +75.4% | -107.0% | -42.4% |
| 5Y | -37.9% | +66.0% | -103.9% | -48.0% |
| 10Y | -61.2% | +228.2% | -289.4% | -44.6% |
| All | -61.2% | +222.7% | -283.9% | -44.6% |
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