+563.8%
PENG price history and return analytics
+179.8%
+384.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.4% |
| 7D | -16.1% | -0.1% | -15.9% | -14.5% |
| 30D | -41.5% | -3.1% | -38.4% | -36.3% |
| 3M | -19.1% | -3.5% | -15.6% | -10.5% |
| 6M | +0.9% | +0.5% | +0.5% | +7.5% |
| YTD | +128.2% | +10.8% | +117.4% | +107.8% |
| 1Y | +98.6% | +11.9% | +86.7% | +78.3% |
| 3Y | +188.2% | +73.0% | +115.2% | +29.0% |
| 5Y | +55.5% | +58.6% | -3.1% | -15.5% |
| All | +563.8% | +179.8% | +384.0% | +42.0% |
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