+1,843.3%
VRT vs PINS
-20.2%
+1,863.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -3.0% |
| 7D | -17.7% | -6.9% | -10.8% | -16.3% |
| 30D | -20.0% | -11.4% | -8.6% | -17.8% |
| 3M | -28.1% | -22.2% | -5.8% | -24.2% |
| 6M | -42.8% | -10.9% | -31.9% | -42.6% |
| YTD | +20.0% | -26.8% | +46.8% | +24.5% |
| 1Y | +3.5% | -29.8% | +33.3% | +8.7% |
| 3Y | +366.1% | -39.0% | +405.1% | +387.6% |
| 5Y | +632.2% | -58.7% | +690.8% | +670.0% |
| All | +1,843.3% | -20.2% | +1,863.5% | +1,252.8% |
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