+128.0%
PENN price history and return analytics
+357.8%
-229.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.6% |
| 7D | +1.1% | +2.9% | -1.8% | -2.6% |
| 30D | +14.1% | -2.5% | +16.6% | +17.7% |
| 3M | -8.6% | -3.3% | -5.2% | -4.6% |
| 6M | +11.6% | +1.5% | +10.1% | +8.1% |
| YTD | +18.8% | +11.4% | +7.5% | +1.6% |
| 1Y | +14.7% | +11.9% | +2.8% | -2.6% |
| 3Y | -26.0% | +73.9% | -99.9% | -64.1% |
| 5Y | -69.9% | +57.9% | -127.8% | -82.5% |
| 10Y | +30.8% | +222.6% | -191.8% | -59.4% |
| All | +128.0% | +357.8% | -229.8% | -48.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling