+1,729.6%
VRT vs PINS
-20.2%
+1,749.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.2% | +7.7% | +4.5% |
| 7D | -21.4% | -2.1% | -19.3% | -21.0% |
| 30D | -25.8% | -6.6% | -19.2% | -24.8% |
| 3M | -33.5% | -18.7% | -14.8% | -30.7% |
| 6M | -49.0% | -10.4% | -38.6% | -48.9% |
| YTD | +12.9% | -26.8% | +39.7% | +17.1% |
| 1Y | 0.0% | -27.9% | +27.9% | +4.2% |
| 3Y | +361.8% | -38.7% | +400.5% | +382.3% |
| 5Y | +565.1% | -59.0% | +624.1% | +600.5% |
| All | +1,729.6% | -20.2% | +1,749.8% | +1,173.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling