+62.3%
PENG price history and return analytics
+57.0%
+5.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.2% | -4.8% |
| 7D | +13.2% | +2.4% | +10.9% | +8.1% |
| 30D | -29.9% | -1.5% | -28.4% | -25.6% |
| 3M | -22.2% | -4.1% | -18.1% | -11.6% |
| 6M | -1.9% | +0.6% | -2.4% | +5.1% |
| YTD | +142.1% | +11.0% | +131.1% | +118.0% |
| 1Y | +151.5% | +13.3% | +138.2% | +118.2% |
| 3Y | +206.9% | +73.4% | +133.5% | +30.0% |
| All | +62.3% | +57.0% | +5.3% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling