+672.9%
PEN price history and return analytics
+234.6%
+438.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | +0.1% | -2.3% | +2.4% | +2.2% |
| 30D | +0.9% | -5.0% | +5.9% | +5.6% |
| 3M | -1.7% | -4.9% | +3.1% | +2.6% |
| 6M | -1.5% | -1.5% | 0.0% | -1.1% |
| YTD | +2.7% | +8.5% | -5.8% | -6.9% |
| 1Y | +20.6% | +11.4% | +9.3% | +6.6% |
| 3Y | +60.7% | +70.1% | -9.4% | -8.9% |
| 5Y | +11.9% | +53.7% | -41.8% | -28.9% |
| 10Y | +431.6% | +220.0% | +211.6% | +80.4% |
| All | +672.9% | +234.6% | +438.3% | +156.2% |
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