+122.8%
PEO price history and return analytics
+346.0%
-223.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.3% |
| 7D | -9.7% | -2.3% | -7.4% | -7.8% |
| 30D | -2.3% | -5.0% | +2.6% | +2.1% |
| 3M | +4.1% | -4.9% | +8.9% | +8.5% |
| 6M | +8.1% | -1.5% | +9.7% | +8.4% |
| YTD | +34.2% | +8.5% | +25.7% | +21.4% |
| 1Y | +39.6% | +11.4% | +28.2% | +23.0% |
| 3Y | +68.4% | +70.1% | -1.6% | -2.7% |
| 5Y | +131.8% | +53.7% | +78.1% | +45.6% |
| 10Y | +189.1% | +220.0% | -30.9% | -8.5% |
| All | +122.8% | +346.0% | -223.3% | -52.9% |
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