-18.9%
PINS vs VCIT
+21.3%
-40.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -7.0% | -7.1% |
| 7D | -0.7% | +0.5% | -1.1% | -1.4% |
| 30D | -1.2% | +2.1% | -3.3% | -4.2% |
| 3M | -15.3% | -1.6% | -13.7% | -13.4% |
| 6M | -11.2% | -1.6% | -9.6% | -9.1% |
| YTD | -23.6% | -1.5% | -22.0% | -21.9% |
| 1Y | -23.1% | -0.4% | -22.8% | -22.8% |
| 3Y | -36.0% | +19.6% | -55.6% | -52.1% |
| 5Y | -57.2% | +3.3% | -60.5% | -59.3% |
| All | -18.9% | +21.3% | -40.2% | +12.4% |
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