-28.5%
PINS vs VYM
+18.4%
-46.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +1.0% | +3.7% | -2.7% | -0.8% |
| 30D | -12.0% | +3.7% | -15.7% | -12.9% |
| 3M | -17.9% | -0.7% | -17.2% | -17.8% |
| 6M | -1.0% | +7.2% | -8.2% | -1.7% |
| YTD | -26.0% | +16.9% | -43.0% | -31.7% |
| 1Y | -28.5% | +19.6% | -48.1% | -35.9% |
| All | -28.5% | +18.4% | -46.8% | -35.9% |
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