+236.1%
PESI price history and return analytics
+226.9%
+9.2%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -1.2% |
| 7D | -0.7% | -2.0% | +1.3% | +0.9% |
| 30D | +4.6% | -1.4% | +6.0% | +5.9% |
| 3M | +93.1% | +4.7% | +88.4% | +86.8% |
| 6M | +36.8% | +11.4% | +25.5% | +26.6% |
| YTD | +45.0% | +13.1% | +31.9% | +33.2% |
| 1Y | +81.4% | +19.0% | +62.4% | +60.9% |
| 3Y | +53.9% | +73.9% | -20.1% | +7.5% |
| 5Y | +186.9% | +65.4% | +121.6% | +105.7% |
| All | +236.1% | +226.9% | +9.2% | +70.7% |
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