+139.0%
VRT vs PINS
-47.0%
+186.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.3% | +4.9% | +3.5% |
| 7D | +13.6% | -5.2% | +18.8% | +12.6% |
| 30D | +6.8% | -14.9% | +21.7% | +4.1% |
| 3M | -3.2% | -8.4% | +5.2% | -3.7% |
| 6M | +20.3% | +0.6% | +19.7% | +20.8% |
| YTD | +79.6% | -22.2% | +101.8% | +78.7% |
| 1Y | +139.0% | -46.9% | +185.9% | +114.8% |
| All | +139.0% | -47.0% | +186.0% | +114.8% |
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 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