+522.0%
PENG price history and return analytics
+174.0%
+348.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.2% | +12.2% | +11.9% |
| 7D | -19.4% | -2.3% | -17.1% | -14.6% |
| 30D | -42.4% | -5.0% | -37.4% | -35.0% |
| 3M | -25.6% | -4.9% | -20.8% | -15.6% |
| 6M | +7.3% | -1.5% | +8.8% | +18.7% |
| YTD | +113.9% | +8.5% | +105.4% | +102.1% |
| 1Y | +93.6% | +11.4% | +82.2% | +75.4% |
| 3Y | +170.2% | +70.1% | +100.1% | +24.8% |
| 5Y | +44.2% | +53.7% | -9.5% | -17.2% |
| All | +522.0% | +174.0% | +348.0% | +38.1% |
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