+92.0%
PEGA price history and return analytics
+223.7%
-131.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.6% | -6.5% | -7.3% |
| 7D | -10.0% | +0.4% | -10.3% | -10.8% |
| 30D | -12.7% | -2.6% | -10.1% | -10.1% |
| 3M | -4.6% | -3.2% | -1.4% | -1.1% |
| 6M | -13.1% | +0.9% | -14.0% | -15.6% |
| YTD | -47.6% | +11.3% | -58.9% | -55.8% |
| 1Y | -47.0% | +14.0% | -61.0% | -56.6% |
| 3Y | +42.0% | +75.8% | -33.8% | -34.2% |
| 5Y | -47.8% | +57.8% | -105.7% | -71.4% |
| 10Y | +92.0% | +219.8% | -127.8% | -55.3% |
| All | +92.0% | +223.7% | -131.7% | -55.3% |
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