+227.0%
VUG vs PINS
-20.2%
+247.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.6% |
| 7D | -1.2% | -6.9% | +5.7% | +0.3% |
| 30D | -8.9% | -11.4% | +2.6% | -6.7% |
| 3M | -5.9% | -22.2% | +16.3% | -1.5% |
| 6M | -3.3% | -10.9% | +7.6% | -2.2% |
| YTD | +3.4% | -26.8% | +30.2% | +7.8% |
| 1Y | +1.9% | -29.8% | +31.7% | +7.1% |
| 3Y | +76.9% | -39.0% | +115.9% | +83.6% |
| 5Y | +63.9% | -58.7% | +122.6% | +70.9% |
| All | +227.0% | -20.2% | +247.3% | +146.4% |
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