-76.9%
PEPG price history and return analytics
+89.2%
-166.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -2.3% |
| 7D | -4.2% | -1.1% | -3.1% | -3.0% |
| 30D | +2.8% | -1.0% | +3.7% | +4.0% |
| 3M | +97.4% | +3.2% | +94.2% | +90.9% |
| 6M | -52.6% | +12.5% | -65.1% | -59.7% |
| YTD | -54.2% | +14.1% | -68.3% | -62.1% |
| 1Y | +120.7% | +18.9% | +101.8% | +72.7% |
| 3Y | -51.5% | +74.1% | -125.6% | -77.5% |
| All | -76.9% | +89.2% | -166.0% | -91.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling