+135.3%
PI vs VT
+57.9%
+77.4%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +5.5% | -1.6% | +7.1% | +8.9% |
| 30D | -2.7% | -2.5% | -0.2% | +2.4% |
| 3M | +14.3% | -1.3% | +15.6% | +17.6% |
| 6M | +25.3% | +3.1% | +22.2% | +20.2% |
| YTD | +6.0% | +10.9% | -4.9% | -12.2% |
| 1Y | -1.7% | +12.1% | -13.8% | -20.1% |
| 3Y | +168.4% | +73.9% | +94.5% | +0.6% |
| All | +135.3% | +57.9% | +77.4% | +35.1% |
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