-63.0%
PINS vs ITOT
+73.9%
-136.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.4% |
| 7D | -5.2% | +0.7% | -5.9% | -6.2% |
| 30D | -14.9% | -1.1% | -13.8% | -13.5% |
| 3M | -8.4% | +3.9% | -12.3% | -13.9% |
| 6M | +0.6% | +14.7% | -14.1% | -19.6% |
| YTD | -22.2% | +13.3% | -35.5% | -36.7% |
| 1Y | -46.9% | +19.1% | -66.1% | -60.3% |
| 3Y | -26.9% | +77.3% | -104.2% | -72.6% |
| 5Y | -63.0% | +74.1% | -137.1% | -85.2% |
| All | -63.0% | +73.9% | -136.8% | -85.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling