+57.0%
PINE vs VT
+136.0%
-79.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.6% | +0.4% | +0.2% | +0.3% |
| 30D | -1.7% | +1.0% | -2.7% | -2.5% |
| 3M | +3.6% | +2.4% | +1.2% | +1.3% |
| 6M | +3.8% | +12.0% | -8.2% | -5.7% |
| YTD | +21.2% | +15.3% | +5.9% | +7.5% |
| 1Y | +38.1% | +22.6% | +15.5% | +16.4% |
| 3Y | +38.9% | +74.7% | -35.7% | -14.3% |
| 5Y | +41.8% | +66.1% | -24.4% | -9.1% |
| All | +57.0% | +136.0% | -79.0% | -30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling