-64.8%
PEW vs VT
+11.9%
-76.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -0.3% | -17.2% | -17.3% |
| 7D | -22.3% | +2.4% | -24.7% | -23.8% |
| 30D | -20.2% | -1.5% | -18.7% | -18.9% |
| 3M | -45.9% | -4.1% | -41.8% | -43.8% |
| 6M | -52.9% | +0.6% | -53.5% | -52.7% |
| YTD | -51.5% | +11.0% | -62.5% | -54.4% |
| 1Y | -64.8% | +13.3% | -78.2% | -67.2% |
| All | -64.8% | +11.9% | -76.7% | -67.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling