-25.1%
PINS vs ITOT
+181.4%
-206.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.5% | -8.7% | -8.4% |
| 7D | -13.9% | -0.4% | -13.5% | -13.3% |
| 30D | -25.0% | -1.6% | -23.4% | -23.2% |
| 3M | -16.6% | +3.5% | -20.1% | -20.9% |
| 6M | -7.0% | +13.1% | -20.1% | -23.2% |
| YTD | -29.4% | +12.7% | -42.1% | -41.4% |
| 1Y | -49.9% | +18.3% | -68.2% | -61.5% |
| 3Y | -33.6% | +76.4% | -110.0% | -72.4% |
| 5Y | -66.8% | +73.8% | -140.6% | -85.1% |
| All | -25.1% | +181.4% | -206.5% | -81.7% |
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