+181.9%
PEO price history and return analytics
+221.4%
-39.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.5% |
| 7D | +0.4% | +1.0% | -0.6% | -0.6% |
| 30D | +10.8% | -0.2% | +11.1% | +11.0% |
| 3M | +13.4% | +4.5% | +8.9% | +8.1% |
| 6M | +15.0% | +14.1% | +0.9% | -0.4% |
| YTD | +42.6% | +14.8% | +27.8% | +22.6% |
| 1Y | +48.2% | +21.2% | +27.0% | +20.3% |
| 3Y | +64.4% | +76.6% | -12.2% | -10.7% |
| 5Y | +190.8% | +66.6% | +124.2% | +66.4% |
| 10Y | +181.9% | +222.3% | -40.3% | -20.3% |
| All | +181.9% | +221.4% | -39.5% | -20.3% |
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