-16.4%
PINS vs VCIT
+22.3%
-38.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.1% | -2.1% |
| 7D | -12.0% | -0.3% | -11.7% | -11.6% |
| 30D | -12.7% | -0.8% | -11.9% | -11.7% |
| 3M | -5.5% | -1.0% | -4.5% | -3.9% |
| 6M | +5.3% | -1.8% | +7.1% | +8.4% |
| YTD | -21.2% | -0.7% | -20.5% | -20.4% |
| 1Y | -45.0% | +1.0% | -46.0% | -45.7% |
| 3Y | -26.2% | +18.8% | -45.1% | -44.1% |
| 5Y | -64.0% | +3.5% | -67.4% | -65.8% |
| All | -16.4% | +22.3% | -38.7% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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