-95.6%
PETS vs VT
+53.4%
-149.0%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.8% |
| 7D | +2.5% | -2.3% | +4.8% | +4.7% |
| 30D | -4.7% | -5.0% | +0.3% | 0.0% |
| 3M | -38.1% | -4.9% | -33.2% | -35.1% |
| 6M | -47.2% | -1.5% | -45.6% | -46.4% |
| YTD | -61.9% | +8.5% | -70.4% | -64.9% |
| 1Y | -50.2% | +11.4% | -61.6% | -54.8% |
| 3Y | -82.8% | +70.1% | -152.9% | -89.1% |
| All | -95.6% | +53.4% | -149.0% | -97.2% |
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