-23.4%
PILL vs VT
+162.0%
-185.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.6% | +8.4% | +4.7% |
| 7D | +16.4% | +0.4% | +16.0% | +16.5% |
| 30D | +8.6% | -2.6% | +11.2% | +17.1% |
| 3M | -18.8% | -3.2% | -15.6% | -10.9% |
| 6M | +29.6% | +0.9% | +28.6% | +27.4% |
| YTD | +37.3% | +11.3% | +26.0% | +8.7% |
| 1Y | +109.0% | +14.0% | +95.0% | +57.0% |
| 3Y | +259.8% | +75.8% | +183.9% | +1.7% |
| 5Y | -22.0% | +57.8% | -79.8% | -67.4% |
| All | -23.4% | +162.0% | -185.4% | -86.9% |
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