+90.2%
PIT vs VT
+87.8%
+2.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.1% | +0.7% |
| 7D | -6.9% | -4.2% | -2.7% | -6.3% |
| 30D | -4.4% | -5.8% | +1.4% | -3.5% |
| 3M | +9.7% | -5.2% | +15.0% | +10.6% |
| 6M | +3.1% | +0.1% | +3.0% | +2.7% |
| YTD | +49.3% | +8.2% | +41.1% | +45.6% |
| 1Y | +54.6% | +10.1% | +44.4% | +49.8% |
| 3Y | +81.9% | +69.7% | +12.2% | +50.7% |
| All | +90.2% | +87.8% | +2.4% | +53.7% |
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