+220.6%
VUG vs PINS
-20.2%
+240.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.2% | +5.1% | +1.8% |
| 7D | -3.4% | -2.1% | -1.3% | -3.0% |
| 30D | -11.1% | -6.6% | -4.4% | -10.0% |
| 3M | -7.2% | -18.7% | +11.5% | -3.8% |
| 6M | -4.1% | -10.4% | +6.3% | -3.2% |
| YTD | +1.4% | -26.8% | +28.2% | +5.7% |
| 1Y | +1.9% | -27.9% | +29.8% | +6.5% |
| 3Y | +77.7% | -38.7% | +116.4% | +84.3% |
| 5Y | +57.6% | -59.0% | +116.6% | +64.6% |
| All | +220.6% | -20.2% | +240.8% | +141.5% |
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