-98.9%
PETZ price history and return analytics
+169.8%
-268.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.9% |
| 7D | -9.2% | -2.0% | -7.2% | -7.6% |
| 30D | -10.4% | -1.4% | -9.0% | -9.3% |
| 3M | -14.3% | +4.7% | -19.0% | -18.0% |
| 6M | +20.0% | +11.4% | +8.6% | +8.3% |
| YTD | +51.6% | +13.1% | +38.6% | +35.2% |
| 1Y | +16.9% | +19.0% | -2.1% | -0.6% |
| 3Y | +10.4% | +73.9% | -63.5% | -34.8% |
| 5Y | -96.6% | +65.4% | -162.0% | -97.8% |
| All | -98.9% | +169.8% | -268.7% | -99.7% |
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