-59.3%
PINS vs VIG
+59.0%
-118.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -3.6% |
| 7D | -2.1% | -1.8% | -0.3% | +0.8% |
| 30D | -6.6% | +2.7% | -9.3% | -10.1% |
| 3M | -18.7% | 0.0% | -18.7% | -18.5% |
| 6M | -10.4% | +6.8% | -17.1% | -18.6% |
| YTD | -26.8% | +12.1% | -38.8% | -38.5% |
| 1Y | -27.9% | +14.8% | -42.7% | -41.7% |
| 3Y | -38.7% | +62.4% | -101.1% | -72.1% |
| All | -59.3% | +59.0% | -118.3% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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