+138.9%
PI vs VT
+69.4%
+69.5%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -4.1% | -6.6% | -1.8% |
| 7D | -11.8% | -4.2% | -7.6% | -3.0% |
| 30D | -12.5% | -5.8% | -6.7% | 0.0% |
| 3M | -1.4% | -5.2% | +3.8% | +11.4% |
| 6M | +7.4% | +0.1% | +7.3% | +9.3% |
| YTD | -7.4% | +8.2% | -15.7% | -20.6% |
| 1Y | -10.6% | +10.1% | -20.7% | -26.4% |
| All | +138.9% | +69.4% | +69.5% | -29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling