+74.0%
PERI price history and return analytics
+360.7%
-286.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -0.8% |
| 7D | -0.4% | -0.7% | +0.3% | 0.0% |
| 30D | +28.1% | -1.7% | +29.8% | +29.7% |
| 3M | +18.3% | -2.3% | +20.6% | +20.2% |
| 6M | +6.0% | +1.5% | +4.5% | +4.2% |
| YTD | +19.0% | +12.0% | +7.0% | +7.6% |
| 1Y | +20.0% | +12.9% | +7.1% | +8.0% |
| 3Y | -59.2% | +74.9% | -134.1% | -73.9% |
| 5Y | -61.7% | +59.9% | -121.6% | -73.1% |
| 10Y | +272.5% | +224.6% | +47.9% | +77.6% |
| All | +74.0% | +360.7% | -286.7% | -34.3% |
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 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