+21.6%
PINE vs VT
+53.4%
-31.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +1.4% | -2.3% | +3.7% | +2.4% |
| 30D | -5.7% | -5.0% | -0.8% | -3.6% |
| 3M | -15.3% | -4.9% | -10.4% | -13.4% |
| 6M | -11.9% | -1.5% | -10.4% | -11.6% |
| YTD | +4.3% | +8.5% | -4.2% | -0.3% |
| 1Y | +18.0% | +11.4% | +6.6% | +11.3% |
| 3Y | +29.4% | +70.1% | -40.6% | -2.0% |
| All | +21.6% | +53.4% | -31.8% | -1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling