-22.3%
PINS vs VSH
+33.1%
-55.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +5.7% | -9.9% | -6.3% |
| 7D | -2.1% | -12.9% | +10.9% | +2.3% |
| 30D | -6.6% | -36.9% | +30.2% | +8.9% |
| 3M | -18.7% | -28.8% | +10.0% | -11.2% |
| 6M | -10.4% | -30.3% | +19.9% | -10.6% |
| YTD | -26.8% | +62.4% | -89.1% | -53.7% |
| 1Y | -27.9% | +62.5% | -90.4% | -54.7% |
| 3Y | -38.7% | +7.4% | -46.1% | -56.1% |
| 5Y | -59.0% | +25.4% | -84.4% | -74.2% |
| All | -22.3% | +33.1% | -55.4% | -55.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling