-65.4%
PINS vs VYM
+75.8%
-141.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.3% | +3.4% |
| 7D | -9.9% | -1.9% | -8.1% | -7.6% |
| 30D | -20.9% | -2.6% | -18.3% | -18.1% |
| 3M | -13.7% | +3.6% | -17.3% | -17.6% |
| 6M | -3.0% | +8.7% | -11.7% | -13.5% |
| YTD | -27.5% | +14.1% | -41.6% | -40.0% |
| 1Y | -46.8% | +17.8% | -64.6% | -57.9% |
| 3Y | -31.8% | +64.5% | -96.4% | -67.1% |
| 5Y | -65.4% | +77.5% | -142.9% | -84.8% |
| All | -65.4% | +75.8% | -141.1% | -84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling