-94.3%
PETS price history and return analytics
+221.8%
-316.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.3% | -4.8% | -4.8% |
| 7D | -23.0% | +2.4% | -25.3% | -24.4% |
| 30D | -21.7% | -1.5% | -20.2% | -20.9% |
| 3M | -53.7% | -4.1% | -49.6% | -52.2% |
| 6M | -58.4% | +0.6% | -59.0% | -58.6% |
| YTD | -70.6% | +11.0% | -81.7% | -73.1% |
| 1Y | -52.0% | +13.3% | -65.4% | -56.7% |
| 3Y | -87.4% | +73.4% | -160.8% | -91.6% |
| 5Y | -96.5% | +57.4% | -153.9% | -97.5% |
| All | -94.3% | +221.8% | -316.0% | -97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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