+31.4%
PIE vs VT
+58.5%
-27.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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 | -10.6% | -3.3% | -7.3% | -7.3% |
| 6M | -3.6% | +1.5% | -5.1% | -3.8% |
| YTD | +27.1% | +11.4% | +15.8% | +17.2% |
| 1Y | +24.1% | +11.9% | +12.2% | +13.9% |
| 3Y | +70.5% | +73.9% | -3.4% | +8.5% |
| 5Y | +31.4% | +57.9% | -26.5% | -10.0% |
| All | +31.4% | +58.5% | -27.1% | -10.0% |
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