+174.3%
PEGA price history and return analytics
+221.4%
-47.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -3.5% |
| 7D | -2.4% | +1.0% | -3.4% | -3.6% |
| 30D | +9.6% | -0.2% | +9.9% | +10.0% |
| 3M | +2.3% | +4.5% | -2.2% | -4.3% |
| 6M | -23.9% | +14.1% | -37.9% | -37.1% |
| YTD | -39.8% | +14.8% | -54.5% | -50.8% |
| 1Y | -37.4% | +21.2% | -58.6% | -52.4% |
| 3Y | +53.1% | +76.6% | -23.4% | -28.7% |
| 5Y | -47.2% | +66.6% | -113.8% | -72.7% |
| 10Y | +174.3% | +222.3% | -47.9% | -35.3% |
| All | +174.3% | +221.4% | -47.1% | -35.3% |
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