-2.9%
PERI price history and return analytics
+20.4%
-23.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | -6.1% | -0.1% | -5.9% | -6.0% |
| 30D | -10.0% | -0.7% | -9.3% | -9.6% |
| 3M | +12.6% | +4.0% | +8.6% | +9.9% |
| 6M | +1.3% | +12.3% | -11.0% | -6.6% |
| YTD | -7.8% | +14.0% | -21.9% | -17.8% |
| 1Y | -2.9% | +20.3% | -23.2% | -21.3% |
| All | -2.9% | +20.4% | -23.3% | -21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling