+228.6%
VUG vs PINS
-19.4%
+248.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +2.5% | +1.0% | +1.5% | +2.3% |
| 30D | -6.3% | -12.0% | +5.7% | -3.9% |
| 3M | -6.0% | -17.9% | +11.8% | -2.7% |
| 6M | -3.5% | -1.0% | -2.5% | -4.5% |
| YTD | +3.9% | -26.0% | +30.0% | +8.1% |
| 1Y | +5.1% | -28.5% | +33.6% | +10.0% |
| 3Y | +77.9% | -39.2% | +117.1% | +84.8% |
| 5Y | +62.4% | -58.3% | +120.7% | +69.1% |
| All | +228.6% | -19.4% | +248.0% | +147.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling