+130.5%
PEO price history and return analytics
+357.8%
-227.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.8% |
| 7D | +4.1% | +2.9% | +1.2% | +1.3% |
| 30D | -3.5% | -2.5% | -1.0% | -1.5% |
| 3M | +2.8% | -3.3% | +6.1% | +5.6% |
| 6M | +11.2% | +1.5% | +9.7% | +8.2% |
| YTD | +38.8% | +11.4% | +27.5% | +22.5% |
| 1Y | +40.2% | +11.9% | +28.3% | +23.0% |
| 3Y | +76.9% | +73.9% | +3.0% | 0.0% |
| 5Y | +138.9% | +57.9% | +81.0% | +46.3% |
| 10Y | +192.4% | +222.6% | -30.3% | -8.2% |
| All | +130.5% | +357.8% | -227.3% | -52.5% |
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