+8.6%
VRT vs PINS
-29.7%
+38.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -3.2% |
| 7D | -17.7% | -6.9% | -10.8% | -18.2% |
| 30D | -20.0% | -11.4% | -8.6% | -20.9% |
| 3M | -28.1% | -22.2% | -5.8% | -30.5% |
| 6M | -42.8% | -10.9% | -31.9% | -43.0% |
| YTD | +20.0% | -26.8% | +46.8% | +25.0% |
| All | +8.6% | -29.7% | +38.3% | +17.5% |
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