+1,084.4%
PIPR vs VT
+345.0%
+739.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.3% | +1.6% |
| 7D | -2.3% | -4.2% | +1.9% | +4.2% |
| 30D | +2.3% | -5.8% | +8.1% | +11.7% |
| 3M | -11.6% | -5.2% | -6.4% | -4.2% |
| 6M | -16.1% | +0.1% | -16.2% | -16.5% |
| YTD | -19.0% | +8.2% | -27.2% | -28.1% |
| 1Y | -17.8% | +10.1% | -27.9% | -28.7% |
| 3Y | +97.1% | +69.7% | +27.4% | -7.6% |
| 5Y | +74.7% | +53.4% | +21.3% | -4.2% |
| 10Y | +574.0% | +219.2% | +354.8% | +28.8% |
| All | +1,084.4% | +345.0% | +739.4% | +120.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling