-98.1%
PIII vs VT
+81.1%
-179.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +1.4% | +0.4% | +1.0% | +1.2% |
| 30D | -8.1% | +1.0% | -9.0% | -8.5% |
| 3M | -15.2% | +2.4% | -17.5% | -16.5% |
| 6M | +289.6% | +12.0% | +277.6% | +256.4% |
| YTD | +167.9% | +15.3% | +152.6% | +138.9% |
| 1Y | +6.7% | +22.6% | -15.9% | -9.7% |
| 3Y | -91.2% | +74.7% | -165.9% | -94.5% |
| 5Y | -98.1% | +66.1% | -164.2% | -98.8% |
| All | -98.1% | +81.1% | -179.2% | -98.8% |
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