-21.5%
PINS vs ITOT
+178.3%
-199.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.7% |
| 7D | +1.0% | +2.5% | -1.5% | -2.7% |
| 30D | -12.0% | -1.7% | -10.3% | -9.7% |
| 3M | -17.9% | -3.4% | -14.5% | -13.6% |
| 6M | -1.0% | +2.1% | -3.1% | -4.3% |
| YTD | -26.0% | +11.5% | -37.5% | -37.6% |
| 1Y | -28.5% | +13.6% | -42.1% | -41.4% |
| 3Y | -39.2% | +77.2% | -116.4% | -75.0% |
| 5Y | -58.3% | +64.4% | -122.7% | -79.8% |
| All | -21.5% | +178.3% | -199.8% | -80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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