+2,809.2%
VRT vs PINS
-15.2%
+2,824.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.3% | +4.9% | +4.0% |
| 7D | +13.6% | -5.2% | +18.8% | +15.0% |
| 30D | +6.8% | -14.9% | +21.7% | +10.7% |
| 3M | -3.2% | -8.4% | +5.2% | -2.6% |
| 6M | +20.3% | +0.6% | +19.7% | +17.1% |
| YTD | +79.6% | -22.2% | +101.8% | +84.5% |
| 1Y | +139.0% | -46.9% | +185.9% | +168.6% |
| 3Y | +644.6% | -26.9% | +671.5% | +644.7% |
| 5Y | +1,024.4% | -63.0% | +1,087.3% | +1,103.2% |
| All | +2,809.2% | -15.2% | +2,824.4% | +1,905.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling