+905.2%
VRT vs PINS
-64.0%
+969.3%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.2% | +6.5% | +4.9% |
| 7D | +9.1% | -12.0% | +21.2% | +12.8% |
| 30D | +0.9% | -12.7% | +13.6% | +4.3% |
| 3M | -13.4% | -5.5% | -7.9% | -13.6% |
| 6M | +11.7% | +5.3% | +6.4% | +6.6% |
| YTD | +73.2% | -21.2% | +94.4% | +78.4% |
| 1Y | +123.4% | -45.0% | +168.5% | +154.7% |
| 3Y | +606.2% | -26.2% | +632.4% | +595.3% |
| All | +905.2% | -64.0% | +969.3% | +845.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling