+172.9%
PIZ vs VT
+356.1%
-183.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.5% | -1.6% | +0.1% | 0.0% |
| 30D | -6.5% | -2.5% | -4.0% | -4.1% |
| 3M | -6.1% | -1.3% | -4.8% | -4.8% |
| 6M | -12.8% | +3.1% | -15.9% | -14.9% |
| YTD | +1.0% | +10.9% | -9.9% | -7.6% |
| 1Y | +1.1% | +12.1% | -11.0% | -8.4% |
| 3Y | +79.1% | +73.9% | +5.2% | +7.0% |
| 5Y | +30.6% | +58.0% | -27.3% | -14.4% |
| 10Y | +157.7% | +225.5% | -67.8% | -15.1% |
| All | +172.9% | +356.1% | -183.2% | -32.3% |
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