-99.9%
PED price history and return analytics
+346.0%
-445.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.9% |
| 7D | -10.6% | -2.3% | -8.3% | -10.1% |
| 30D | +15.7% | -5.0% | +20.7% | +16.9% |
| 3M | +38.8% | -4.9% | +43.7% | +40.2% |
| 6M | +0.8% | -1.5% | +2.4% | +0.9% |
| YTD | +32.9% | +8.5% | +24.4% | +29.4% |
| 1Y | +31.4% | +11.4% | +20.1% | +27.2% |
| 3Y | -16.4% | +70.1% | -86.5% | -26.4% |
| 5Y | -51.7% | +53.7% | -105.4% | -56.8% |
| 10Y | -55.4% | +220.0% | -275.4% | -64.0% |
| All | -99.9% | +346.0% | -445.9% | -99.9% |
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 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