+771.6%
PTIR vs VT
+37.2%
+734.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.6% | -4.1% | -15.5% | -3.6% |
| 7D | -39.0% | -4.2% | -34.9% | -26.5% |
| 30D | -37.7% | -5.8% | -31.9% | -19.0% |
| 3M | -12.9% | -5.2% | -7.7% | +11.0% |
| 6M | +1.5% | +0.1% | +1.4% | +3.3% |
| YTD | -48.4% | +8.2% | -56.6% | -63.3% |
| 1Y | -56.3% | +10.1% | -66.4% | -70.2% |
| All | +771.6% | +37.2% | +734.5% | +227.2% |
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