+508.5%
PI price history and return analytics
+214.8%
+293.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -4.1% | -6.6% | -3.4% |
| 7D | -11.8% | -4.2% | -7.6% | -4.6% |
| 30D | -12.5% | -5.8% | -6.7% | -2.3% |
| 3M | -1.4% | -5.2% | +3.8% | +9.1% |
| 6M | +7.4% | +0.1% | +7.3% | +9.4% |
| YTD | -7.4% | +8.2% | -15.7% | -17.9% |
| 1Y | -10.6% | +10.1% | -20.7% | -23.1% |
| 3Y | +134.4% | +69.7% | +64.7% | +2.5% |
| 5Y | +107.2% | +53.4% | +53.9% | +13.4% |
| All | +508.5% | +214.8% | +293.7% | -30.0% |
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