+236.4%
PEG price history and return analytics
+357.6%
-121.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | +1.7% |
| 7D | +0.9% | +0.4% | +0.5% | +0.6% |
| 30D | +3.8% | -2.6% | +6.4% | +5.4% |
| 3M | +0.1% | -3.2% | +3.3% | +2.0% |
| 6M | -1.0% | +0.9% | -1.9% | -2.1% |
| YTD | -4.1% | +11.3% | -15.4% | -11.4% |
| 1Y | -6.9% | +14.0% | -20.9% | -15.3% |
| 3Y | +35.6% | +75.8% | -40.2% | -8.1% |
| 5Y | +42.8% | +57.8% | -15.1% | +2.6% |
| 10Y | +160.2% | +219.8% | -59.6% | +14.0% |
| All | +236.4% | +357.6% | -121.3% | -0.6% |
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 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