-66.8%
PINS vs VTV
+80.1%
-147.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.3% | -8.9% | -8.8% |
| 7D | -13.9% | -0.7% | -13.2% | -13.1% |
| 30D | -25.0% | -0.5% | -24.5% | -24.4% |
| 3M | -16.6% | +5.3% | -21.9% | -22.4% |
| 6M | -7.0% | +12.9% | -19.8% | -21.6% |
| YTD | -29.4% | +18.5% | -47.9% | -45.0% |
| 1Y | -49.9% | +25.3% | -75.2% | -64.1% |
| 3Y | -33.6% | +68.2% | -101.8% | -70.0% |
| 5Y | -66.8% | +80.6% | -147.5% | -86.4% |
| All | -66.8% | +80.1% | -147.0% | -86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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