+944.3%
PEGA price history and return analytics
+346.0%
+598.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.7% |
| 7D | -4.5% | -2.3% | -2.2% | -2.3% |
| 30D | -5.7% | -5.0% | -0.7% | -0.8% |
| 3M | +2.7% | -4.9% | +7.5% | +7.7% |
| 6M | -10.5% | -1.5% | -9.0% | -10.0% |
| YTD | -45.4% | +8.5% | -53.9% | -50.6% |
| 1Y | -44.7% | +11.4% | -56.1% | -51.3% |
| 3Y | +45.7% | +70.1% | -24.4% | -15.3% |
| 5Y | -45.3% | +53.7% | -99.0% | -63.7% |
| 10Y | +102.6% | +220.0% | -117.4% | -28.8% |
| All | +944.3% | +346.0% | +598.2% | +179.7% |
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