-34.5%
PINS vs VYM
+64.8%
-99.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.5% | -8.7% | -8.7% |
| 7D | -13.9% | -1.0% | -12.9% | -12.9% |
| 30D | -25.0% | -2.0% | -23.0% | -23.3% |
| 3M | -16.6% | +3.1% | -19.7% | -19.1% |
| 6M | -7.0% | +8.9% | -15.9% | -15.2% |
| YTD | -29.4% | +14.7% | -44.1% | -39.9% |
| 1Y | -49.9% | +19.4% | -69.3% | -59.5% |
| All | -34.5% | +64.8% | -99.3% | -64.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling