+567.3%
VRT vs PINS
-58.9%
+626.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.2% | +7.7% | +4.6% |
| 7D | -21.4% | -2.1% | -19.3% | -21.0% |
| 30D | -25.8% | -6.6% | -19.2% | -24.7% |
| 3M | -33.5% | -18.7% | -14.8% | -30.3% |
| 6M | -49.0% | -10.4% | -38.6% | -49.0% |
| YTD | +12.9% | -26.8% | +39.7% | +18.1% |
| 1Y | 0.0% | -27.9% | +27.9% | +5.1% |
| 3Y | +361.8% | -38.7% | +400.5% | +380.8% |
| All | +567.3% | -58.9% | +626.3% | +592.0% |
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