+579.6%
PENG price history and return analytics
+181.1%
+398.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.6% | +6.6% | +4.3% |
| 7D | -3.8% | +0.4% | -4.2% | -2.9% |
| 30D | -40.1% | -2.6% | -37.5% | -35.4% |
| 3M | -21.8% | -3.2% | -18.6% | -13.9% |
| 6M | +3.3% | +0.9% | +2.4% | +9.1% |
| YTD | +133.6% | +11.3% | +122.3% | +110.8% |
| 1Y | +110.7% | +14.0% | +96.7% | +83.0% |
| 3Y | +204.3% | +75.8% | +128.4% | +32.4% |
| 5Y | +54.4% | +57.8% | -3.5% | -15.5% |
| All | +579.6% | +181.1% | +398.4% | +44.1% |
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