+496.2%
PEY price history and return analytics
+356.5%
+139.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +0.8% | +2.4% | -1.6% | -1.3% |
| 30D | +7.6% | -1.5% | +9.2% | +8.9% |
| 3M | -0.3% | -4.1% | +3.8% | +3.1% |
| 6M | +17.5% | +0.6% | +17.0% | +16.0% |
| YTD | +26.8% | +11.0% | +15.8% | +14.1% |
| 1Y | +28.4% | +13.3% | +15.0% | +13.3% |
| 3Y | +55.7% | +73.4% | -17.6% | -6.5% |
| 5Y | +50.5% | +57.4% | -6.9% | -2.8% |
| 10Y | +141.6% | +221.7% | -80.1% | -19.0% |
| All | +496.2% | +356.5% | +139.7% | +69.4% |
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