+25.4%
PIE vs VT
+53.4%
-28.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.3% |
| 7D | -10.8% | -2.3% | -8.5% | -8.5% |
| 30D | -20.9% | -5.0% | -16.0% | -16.7% |
| 3M | -12.9% | -4.9% | -8.0% | -8.2% |
| 6M | -11.9% | -1.5% | -10.4% | -9.6% |
| YTD | +19.7% | +8.5% | +11.2% | +13.1% |
| 1Y | +18.2% | +11.4% | +6.8% | +9.2% |
| 3Y | +60.2% | +70.1% | -9.8% | +4.2% |
| All | +25.4% | +53.4% | -28.0% | -11.8% |
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