+93.7%
PIT vs VT
+100.1%
-6.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +3.7% | +0.4% | +3.3% | +3.6% |
| 30D | +11.7% | +1.0% | +10.7% | +11.5% |
| 3M | +9.2% | +2.4% | +6.8% | +8.7% |
| 6M | +24.9% | +12.0% | +12.9% | +21.9% |
| YTD | +52.1% | +15.3% | +36.7% | +46.8% |
| 1Y | +64.6% | +22.6% | +42.0% | +55.7% |
| 3Y | +83.1% | +74.7% | +8.4% | +52.8% |
| All | +93.7% | +100.1% | -6.5% | +55.0% |
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 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