+548.1%
PIPR vs VT
+214.8%
+333.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.3% | +1.3% |
| 7D | -2.3% | -4.2% | +1.9% | +3.9% |
| 30D | +2.3% | -5.8% | +8.1% | +11.2% |
| 3M | -11.6% | -5.2% | -6.4% | -4.6% |
| 6M | -16.1% | +0.1% | -16.2% | -16.4% |
| YTD | -19.0% | +8.2% | -27.2% | -27.6% |
| 1Y | -17.8% | +10.1% | -27.9% | -28.2% |
| 3Y | +97.1% | +69.7% | +27.4% | -3.1% |
| 5Y | +74.7% | +53.4% | +21.3% | +0.3% |
| All | +548.1% | +214.8% | +333.3% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling