+93.6%
PENG price history and return analytics
+10.5%
+83.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.2% | +12.2% | +11.6% |
| 7D | -19.4% | -2.3% | -17.1% | -10.6% |
| 30D | -42.4% | -5.0% | -37.4% | -28.4% |
| 3M | -25.6% | -4.9% | -20.8% | -6.9% |
| 6M | +7.3% | -1.5% | +8.8% | +26.7% |
| YTD | +113.9% | +8.5% | +105.4% | +102.5% |
| 1Y | +93.6% | +11.4% | +82.2% | +71.2% |
| All | +93.6% | +10.5% | +83.1% | +71.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling