+381.7%
PII vs VT
+356.1%
+25.6%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +8.3% | -1.6% | +9.9% | +10.5% |
| 30D | +17.1% | -2.5% | +19.6% | +20.7% |
| 3M | -10.0% | -1.3% | -8.7% | -8.5% |
| 6M | -3.4% | +3.1% | -6.5% | -6.6% |
| YTD | +2.6% | +10.9% | -8.3% | -9.4% |
| 1Y | -0.1% | +12.1% | -12.2% | -12.8% |
| 3Y | -23.0% | +73.9% | -96.9% | -59.6% |
| 5Y | -39.3% | +58.0% | -97.3% | -63.7% |
| 10Y | +11.3% | +225.5% | -214.2% | -68.9% |
| All | +381.7% | +356.1% | +25.6% | -2.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling