-35.0%
PII vs VT
+60.6%
-95.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.7% | +5.9% | +5.3% |
| 7D | +15.5% | -0.3% | +15.8% | +16.0% |
| 30D | +28.6% | -1.4% | +30.0% | +31.2% |
| 3M | -7.2% | -1.4% | -5.8% | -5.4% |
| 6M | +10.3% | +5.5% | +4.9% | +2.9% |
| YTD | +10.5% | +12.8% | -2.4% | -6.3% |
| 1Y | +10.3% | +15.4% | -5.2% | -9.3% |
| 3Y | -17.1% | +76.9% | -94.0% | -60.7% |
| 5Y | -35.0% | +60.4% | -95.4% | -65.4% |
| All | -35.0% | +60.6% | -95.6% | -65.4% |
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