+34.9%
PINE vs VT
+126.7%
-91.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -0.2% | -0.1% | 0.0% | -0.2% |
| 30D | -7.4% | -3.1% | -4.3% | -5.3% |
| 3M | -13.2% | -3.5% | -9.7% | -11.0% |
| 6M | -11.5% | +0.5% | -11.9% | -12.4% |
| YTD | +4.1% | +10.8% | -6.6% | -4.9% |
| 1Y | +13.4% | +11.9% | +1.5% | +2.6% |
| 3Y | +33.2% | +73.0% | -39.8% | -17.7% |
| 5Y | +21.0% | +58.6% | -37.7% | -19.6% |
| All | +34.9% | +126.7% | -91.8% | -38.2% |
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