-83.0%
PETS price history and return analytics
+74.1%
-157.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | -0.6% |
| 7D | +4.2% | +0.4% | +3.8% | +3.5% |
| 30D | -3.1% | -2.6% | -0.5% | -0.2% |
| 3M | -36.9% | -3.2% | -33.6% | -34.5% |
| 6M | -45.2% | +0.9% | -46.1% | -45.9% |
| YTD | -60.9% | +11.3% | -72.2% | -66.0% |
| 1Y | -51.6% | +14.0% | -65.6% | -58.5% |
| 3Y | -83.0% | +75.8% | -158.8% | -92.5% |
| All | -83.0% | +74.1% | -157.1% | -92.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling