-15.7%
PII vs VT
+76.6%
-92.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.7% | +5.9% | +5.1% |
| 7D | +15.5% | -0.3% | +15.8% | +16.0% |
| 30D | +28.6% | -1.4% | +30.0% | +31.4% |
| 3M | -7.2% | -1.4% | -5.8% | -5.3% |
| 6M | +10.3% | +5.5% | +4.9% | +2.3% |
| YTD | +10.5% | +12.8% | -2.4% | -7.6% |
| 1Y | +10.3% | +15.4% | -5.2% | -10.9% |
| All | -15.7% | +76.6% | -92.2% | -68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling