+143.4%
PEG price history and return analytics
+229.8%
-86.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.7% |
| 7D | -0.9% | -1.1% | +0.2% | -0.2% |
| 30D | -3.7% | -1.0% | -2.7% | -3.2% |
| 3M | -7.3% | +3.2% | -10.4% | -9.2% |
| 6M | -10.5% | +12.5% | -23.0% | -17.3% |
| YTD | -7.5% | +14.1% | -21.6% | -15.4% |
| 1Y | -8.7% | +18.9% | -27.6% | -18.8% |
| 3Y | +31.4% | +74.1% | -42.7% | -9.5% |
| 5Y | +37.8% | +66.9% | -29.1% | -3.7% |
| All | +143.4% | +229.8% | -86.4% | +3.2% |
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