-60.1%
PINS vs VIG
+64.4%
-124.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.1% |
| 7D | +1.0% | +3.5% | -2.5% | -4.1% |
| 30D | -12.0% | +4.9% | -16.9% | -18.0% |
| 3M | -17.9% | +2.5% | -20.4% | -20.7% |
| 6M | -1.0% | +11.0% | -12.1% | -15.2% |
| YTD | -26.0% | +16.0% | -42.0% | -41.0% |
| 1Y | -28.5% | +17.5% | -46.0% | -44.2% |
| 3Y | -39.2% | +67.0% | -106.2% | -73.4% |
| All | -60.1% | +64.4% | -124.5% | -83.1% |
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