-99.4%
PIII vs VT
+74.4%
-173.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -32.5% | +2.4% | -34.9% | -33.3% |
| 30D | -38.2% | -1.5% | -36.7% | -37.8% |
| 3M | -75.4% | -4.1% | -71.2% | -74.9% |
| 6M | -24.4% | +0.6% | -24.9% | -25.5% |
| YTD | -22.6% | +11.0% | -33.7% | -29.8% |
| 1Y | -61.4% | +13.3% | -74.8% | -65.6% |
| 3Y | -95.8% | +73.4% | -169.2% | -97.4% |
| 5Y | -99.5% | +57.4% | -156.9% | -99.7% |
| All | -99.4% | +74.4% | -173.8% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling