+632.3%
PENG price history and return analytics
+183.0%
+449.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.1% | +9.2% | +8.2% |
| 7D | +1.9% | -0.7% | +2.6% | +5.5% |
| 30D | -37.8% | -1.7% | -36.0% | -33.8% |
| 3M | -14.1% | -2.3% | -11.8% | -6.9% |
| 6M | +13.1% | +1.5% | +11.6% | +18.4% |
| YTD | +151.8% | +12.0% | +139.7% | +124.8% |
| 1Y | +136.0% | +12.9% | +123.1% | +108.8% |
| 3Y | +217.9% | +74.9% | +143.0% | +39.6% |
| 5Y | +64.1% | +59.9% | +4.2% | -12.1% |
| All | +632.3% | +183.0% | +449.3% | +53.6% |
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