+124.7%
PERI price history and return analytics
+222.7%
-98.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.4% |
| 7D | -6.1% | -0.1% | -5.9% | -5.9% |
| 30D | -10.0% | -0.7% | -9.3% | -9.2% |
| 3M | +12.6% | +4.0% | +8.6% | +6.8% |
| 6M | +1.3% | +12.3% | -11.0% | -13.9% |
| YTD | -7.8% | +14.0% | -21.9% | -23.4% |
| 1Y | -2.9% | +20.3% | -23.2% | -24.5% |
| 3Y | -74.2% | +75.4% | -149.7% | -87.9% |
| 5Y | -56.8% | +66.0% | -122.8% | -77.4% |
| 10Y | +124.7% | +228.2% | -103.5% | -45.1% |
| All | +124.7% | +222.7% | -98.0% | -45.1% |
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