+153.3%
PIE vs VT
+222.7%
-69.4%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.1% |
| 7D | +6.8% | +2.9% | +3.9% | +3.9% |
| 30D | -14.9% | -2.5% | -12.4% | -12.4% |
| 3M | -10.7% | -3.3% | -7.3% | -7.2% |
| 6M | -3.6% | +1.5% | -5.1% | -3.9% |
| YTD | +27.1% | +11.4% | +15.8% | +16.6% |
| 1Y | +24.0% | +11.9% | +12.1% | +13.2% |
| 3Y | +70.4% | +73.9% | -3.5% | +3.2% |
| 5Y | +31.4% | +57.9% | -26.5% | -13.2% |
| All | +153.3% | +222.7% | -69.4% | -18.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling