+268.0%
PERI price history and return analytics
+222.7%
+45.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.5% |
| 7D | -0.4% | +2.9% | -3.2% | -3.9% |
| 30D | +24.9% | -2.5% | +27.5% | +28.5% |
| 3M | +18.6% | -3.3% | +21.9% | +23.2% |
| 6M | +10.3% | +1.5% | +8.7% | +6.7% |
| YTD | +18.7% | +11.4% | +7.3% | +1.1% |
| 1Y | +8.4% | +11.9% | -3.5% | -8.2% |
| 3Y | -59.3% | +73.9% | -133.2% | -80.8% |
| 5Y | -62.1% | +57.9% | -120.0% | -79.1% |
| All | +268.0% | +222.7% | +45.3% | -9.7% |
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