+37.4%
PEG price history and return analytics
+66.8%
-29.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | +1.0% | +1.0% | 0.0% | +0.5% |
| 30D | -1.9% | -0.2% | -1.6% | -1.8% |
| 3M | -3.7% | +4.5% | -8.2% | -6.0% |
| 6M | -9.4% | +14.1% | -23.5% | -15.8% |
| YTD | -6.0% | +14.8% | -20.8% | -13.1% |
| 1Y | -4.4% | +21.2% | -25.6% | -14.3% |
| 3Y | +33.5% | +76.6% | -43.0% | -3.5% |
| All | +37.4% | +66.8% | -29.3% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling