-99.2%
PIII vs VT
+70.0%
-169.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.1% | -2.8% | -4.9% |
| 7D | -9.0% | -4.2% | -4.9% | -7.1% |
| 30D | -32.0% | -5.8% | -26.2% | -30.1% |
| 3M | -62.4% | -5.2% | -57.2% | -61.5% |
| 6M | +32.2% | +0.1% | +32.1% | +29.5% |
| YTD | +9.5% | +8.2% | +1.2% | +0.7% |
| 1Y | -54.6% | +10.1% | -64.7% | -58.8% |
| 3Y | -95.0% | +69.7% | -164.7% | -96.9% |
| 5Y | -99.2% | +53.4% | -152.6% | -99.5% |
| All | -99.2% | +70.0% | -169.2% | -99.5% |
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