+268.0%
PERI price history and return analytics
+221.8%
+46.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | -0.2% | +2.4% | -2.5% | -3.1% |
| 30D | +29.1% | -1.5% | +30.6% | +31.0% |
| 3M | +16.4% | -4.1% | +20.5% | +22.1% |
| 6M | +8.8% | +0.6% | +8.2% | +6.6% |
| YTD | +18.7% | +11.0% | +7.6% | +1.5% |
| 1Y | +11.9% | +13.3% | -1.4% | -6.8% |
| 3Y | -58.6% | +73.4% | -132.0% | -80.4% |
| 5Y | -62.1% | +57.4% | -119.5% | -79.0% |
| All | +268.0% | +221.8% | +46.2% | -9.4% |
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 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