-88.5%
PETS price history and return analytics
+222.7%
-311.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.3% |
| 7D | -8.6% | -0.1% | -8.4% | -8.4% |
| 30D | -13.2% | -0.7% | -12.5% | -12.7% |
| 3M | 0.0% | +4.0% | -4.0% | -3.3% |
| 6M | -34.0% | +12.3% | -46.3% | -39.8% |
| YTD | -46.6% | +14.0% | -60.6% | -51.9% |
| 1Y | -39.8% | +20.3% | -60.1% | -47.7% |
| 3Y | -84.2% | +75.4% | -159.6% | -89.5% |
| 5Y | -93.3% | +66.0% | -159.2% | -95.4% |
| 10Y | -88.5% | +228.2% | -316.7% | -95.0% |
| All | -88.5% | +222.7% | -311.1% | -95.0% |
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