+13.8%
VRT vs PINS
-35.1%
+48.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.2% | -17.1% | -12.2% |
| 7D | -15.4% | +1.4% | -16.8% | -15.0% |
| 30D | -19.0% | +5.8% | -24.7% | -17.9% |
| 3M | -23.8% | -17.0% | -6.8% | -26.1% |
| 6M | -37.9% | +1.8% | -39.6% | -37.0% |
| YTD | +27.0% | -18.0% | +45.0% | +25.6% |
| 1Y | +13.8% | -35.5% | +49.3% | +8.4% |
| All | +13.8% | -35.1% | +48.9% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling