+55.3%
PINE vs VT
+134.9%
-79.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | -0.6% | +1.0% | -1.6% | -1.3% |
| 30D | -2.8% | -0.2% | -2.5% | -2.6% |
| 3M | +1.4% | +4.5% | -3.2% | -2.4% |
| 6M | +2.5% | +14.1% | -11.5% | -8.1% |
| YTD | +19.8% | +14.8% | +5.1% | +6.7% |
| 1Y | +35.8% | +21.2% | +14.6% | +15.5% |
| 3Y | +39.6% | +76.6% | -37.0% | -14.8% |
| 5Y | +40.9% | +66.6% | -25.7% | -10.1% |
| All | +55.3% | +134.9% | -79.6% | -30.6% |
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