+179.1%
PEO price history and return analytics
+223.7%
-44.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -2.3% |
| 7D | -6.8% | +0.4% | -7.1% | -7.3% |
| 30D | -4.7% | -2.6% | -2.1% | -2.6% |
| 3M | +4.4% | -3.2% | +7.6% | +7.1% |
| 6M | +10.8% | +0.9% | +9.9% | +8.5% |
| YTD | +34.3% | +11.3% | +23.0% | +18.3% |
| 1Y | +38.3% | +14.0% | +24.3% | +18.8% |
| 3Y | +73.1% | +75.8% | -2.7% | -6.0% |
| 5Y | +128.6% | +57.8% | +70.8% | +38.0% |
| 10Y | +179.1% | +219.8% | -40.7% | -17.0% |
| All | +179.1% | +223.7% | -44.6% | -17.0% |
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