-96.7%
PETZ price history and return analytics
+65.7%
-162.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.6% | +7.8% | +7.9% |
| 7D | -15.6% | -0.1% | -15.5% | -15.5% |
| 30D | -20.1% | -0.7% | -19.4% | -19.5% |
| 3M | +10.7% | +4.0% | +6.7% | +4.7% |
| 6M | +20.5% | +12.3% | +8.2% | +3.8% |
| YTD | +48.4% | +14.0% | +34.3% | +25.5% |
| 1Y | +12.5% | +20.3% | -7.8% | -11.4% |
| 3Y | +8.0% | +75.4% | -67.4% | -52.5% |
| 5Y | -96.7% | +66.0% | -162.7% | -98.0% |
| All | -96.7% | +65.7% | -162.4% | -98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling