-45.5%
PINS vs VYM
+18.4%
-64.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.8% | +1.1% |
| 7D | -6.6% | -0.8% | -5.8% | -6.3% |
| 30D | -16.8% | -2.2% | -14.6% | -16.0% |
| 3M | -11.4% | +3.1% | -14.5% | -12.0% |
| 6M | -1.7% | +9.7% | -11.4% | -5.5% |
| YTD | -26.4% | +14.9% | -41.3% | -33.7% |
| 1Y | -45.5% | +17.6% | -63.1% | -53.6% |
| All | -45.5% | +18.4% | -64.0% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling