+60.9%
VEA vs PINS
-66.4%
+127.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -9.2% | +8.4% | +0.1% |
| 7D | +0.3% | -13.9% | +14.2% | +1.8% |
| 30D | +0.4% | -25.0% | +25.4% | +3.4% |
| 3M | +4.8% | -16.6% | +21.4% | +6.4% |
| 6M | +11.3% | -7.0% | +18.2% | +11.3% |
| YTD | +17.4% | -29.4% | +46.8% | +20.6% |
| 1Y | +26.2% | -49.9% | +76.1% | +34.3% |
| 3Y | +77.7% | -33.6% | +111.4% | +78.0% |
| 5Y | +60.9% | -66.8% | +127.8% | +60.0% |
| All | +60.9% | -66.4% | +127.3% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 5y: compounded portfolio wealth divided by compounded PINS 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…
5y analysis · Full analysis span regression · 6 months rolling