+145.7%
PID vs VT
+363.9%
-218.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +0.3% |
| 7D | +2.5% | -0.3% | +2.8% | +2.8% |
| 30D | +5.5% | -1.4% | +6.9% | +6.8% |
| 3M | -1.5% | -1.4% | -0.1% | -0.3% |
| 6M | +1.9% | +5.5% | -3.5% | -3.7% |
| YTD | +6.1% | +12.8% | -6.7% | -6.2% |
| 1Y | +10.3% | +15.4% | -5.1% | -4.6% |
| 3Y | +49.0% | +76.9% | -27.9% | -15.5% |
| 5Y | +48.0% | +60.4% | -12.4% | -8.9% |
| 10Y | +138.2% | +232.8% | -94.6% | -28.3% |
| All | +145.7% | +363.9% | -218.2% | -44.6% |
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