+235.3%
PEG price history and return analytics
+357.8%
-122.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.1% |
| 7D | +2.3% | +2.9% | -0.6% | +0.5% |
| 30D | +6.1% | -2.5% | +8.7% | +7.7% |
| 3M | -0.5% | -3.3% | +2.8% | +1.5% |
| 6M | -3.2% | +1.5% | -4.7% | -4.7% |
| YTD | -4.4% | +11.4% | -15.8% | -11.7% |
| 1Y | -7.4% | +11.9% | -19.3% | -14.8% |
| 3Y | +33.9% | +73.9% | -39.9% | -8.6% |
| 5Y | +42.3% | +57.9% | -15.6% | +2.3% |
| 10Y | +166.4% | +222.6% | -56.3% | +16.0% |
| All | +235.3% | +357.8% | -122.5% | -1.0% |
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