-83.7%
PETS price history and return analytics
+76.6%
-160.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.2% |
| 7D | -3.8% | +1.0% | -4.8% | -5.0% |
| 30D | -11.1% | -0.2% | -10.9% | -10.9% |
| 3M | +3.5% | +4.5% | -1.0% | -2.1% |
| 6M | -32.6% | +14.1% | -46.6% | -42.3% |
| YTD | -45.0% | +14.8% | -59.8% | -53.4% |
| 1Y | -38.2% | +21.2% | -59.4% | -50.4% |
| 3Y | -83.7% | +76.6% | -160.3% | -90.5% |
| All | -83.7% | +76.6% | -160.3% | -90.5% |
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