-60.1%
PINS vs VSH
+45.1%
-105.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.6% | +4.1% | +0.7% |
| 7D | -3.4% | +26.2% | -29.6% | -9.7% |
| 30D | -14.5% | -12.5% | -2.0% | -12.5% |
| 3M | -16.5% | -16.9% | +0.4% | -14.3% |
| 6M | -7.0% | -17.0% | +10.0% | -12.3% |
| YTD | -26.1% | +93.8% | -120.0% | -53.0% |
| 1Y | -30.0% | +99.3% | -129.4% | -56.1% |
| 3Y | -38.5% | +35.0% | -73.5% | -57.5% |
| All | -60.1% | +45.1% | -105.2% | -77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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