-93.0%
PETS price history and return analytics
+66.2%
-159.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.3% |
| 7D | -3.8% | +1.0% | -4.8% | -4.8% |
| 30D | -11.1% | -0.2% | -10.9% | -10.9% |
| 3M | +3.5% | +4.5% | -1.0% | -1.1% |
| 6M | -32.6% | +14.1% | -46.6% | -40.7% |
| YTD | -45.0% | +14.8% | -59.8% | -52.0% |
| 1Y | -38.2% | +21.2% | -59.4% | -48.4% |
| 3Y | -83.7% | +76.6% | -160.3% | -90.1% |
| 5Y | -93.0% | +66.6% | -159.6% | -95.6% |
| All | -93.0% | +66.2% | -159.2% | -95.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling