+177.1%
PEO price history and return analytics
+217.6%
-40.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -6.4% | -0.1% | -6.3% | -6.5% |
| 30D | -5.0% | -3.1% | -1.9% | -2.5% |
| 3M | +0.5% | -3.5% | +4.0% | +3.4% |
| 6M | +10.5% | +0.5% | +10.0% | +8.6% |
| YTD | +33.9% | +10.8% | +23.1% | +18.5% |
| 1Y | +36.8% | +11.9% | +24.9% | +19.8% |
| 3Y | +70.6% | +73.0% | -2.4% | -5.8% |
| 5Y | +132.8% | +58.6% | +74.2% | +39.5% |
| 10Y | +177.1% | +219.2% | -42.1% | -17.6% |
| All | +177.1% | +217.6% | -40.5% | -17.6% |
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