+255.6%
PILL vs VT
+74.5%
+181.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.4% | -6.5% |
| 7D | +20.5% | +2.9% | +17.7% | +13.2% |
| 30D | +20.8% | -2.5% | +23.3% | +29.9% |
| 3M | -17.7% | -3.3% | -14.4% | -9.5% |
| 6M | +32.3% | +1.5% | +30.8% | +28.2% |
| YTD | +34.8% | +11.4% | +23.5% | +5.8% |
| 1Y | +76.5% | +11.9% | +64.6% | +37.2% |
| All | +255.6% | +74.5% | +181.1% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling