+95.5%
PEP price history and return analytics
+221.8%
-126.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.4% |
| 7D | +2.9% | +2.4% | +0.5% | +1.6% |
| 30D | +12.5% | -1.5% | +14.0% | +13.2% |
| 3M | +4.5% | -4.1% | +8.7% | +6.6% |
| 6M | -0.5% | +0.6% | -1.0% | -1.5% |
| YTD | +4.4% | +11.0% | -6.6% | -2.5% |
| 1Y | +4.4% | +13.3% | -9.0% | -3.7% |
| 3Y | -3.4% | +73.4% | -76.8% | -32.5% |
| 5Y | +5.2% | +57.4% | -52.3% | -22.3% |
| All | +95.5% | +221.8% | -126.2% | -13.7% |
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