-76.6%
PEPG price history and return analytics
+87.5%
-164.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.3% | -3.2% |
| 7D | -5.0% | -2.0% | -3.0% | -2.8% |
| 30D | +4.1% | -1.4% | +5.6% | +5.9% |
| 3M | +118.8% | +4.7% | +114.1% | +108.6% |
| 6M | -51.0% | +11.4% | -62.3% | -57.8% |
| YTD | -53.6% | +13.1% | -66.7% | -61.2% |
| 1Y | +115.7% | +19.0% | +96.7% | +68.1% |
| 3Y | -52.7% | +73.9% | -126.6% | -78.1% |
| All | -76.6% | +87.5% | -164.1% | -91.2% |
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