+1,905.8%
VRT vs PINS
-19.7%
+1,925.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.5% | +9.1% | +9.5% |
| 7D | -10.6% | -6.2% | -4.4% | -9.2% |
| 30D | -17.4% | -10.9% | -6.5% | -15.3% |
| 3M | -26.4% | -19.5% | -6.9% | -23.0% |
| 6M | -41.0% | -10.4% | -30.6% | -40.9% |
| YTD | +23.8% | -26.4% | +50.2% | +28.3% |
| 1Y | +11.6% | -29.6% | +41.3% | +17.1% |
| 3Y | +403.5% | -39.0% | +442.5% | +426.8% |
| 5Y | +647.0% | -59.1% | +706.2% | +687.2% |
| All | +1,905.8% | -19.7% | +1,925.6% | +1,294.3% |
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