+30.5%
PIE vs VT
+57.4%
-26.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +2.3% |
| 7D | -5.2% | +0.4% | -5.6% | -5.3% |
| 30D | -16.8% | -2.6% | -14.2% | -14.3% |
| 3M | -9.4% | -3.2% | -6.1% | -6.1% |
| 6M | -6.7% | +0.9% | -7.6% | -6.4% |
| YTD | +25.6% | +11.3% | +14.3% | +15.8% |
| 1Y | +25.3% | +14.0% | +11.3% | +13.2% |
| 3Y | +69.6% | +75.8% | -6.3% | +6.9% |
| 5Y | +30.5% | +57.8% | -27.3% | -10.6% |
| All | +30.5% | +57.4% | -26.9% | -10.6% |
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 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