+546.1%
PI price history and return analytics
+215.5%
+330.6%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +5.8% |
| 7D | -4.8% | -2.3% | -2.5% | -0.5% |
| 30D | -10.5% | -5.0% | -5.5% | -1.5% |
| 3M | -0.5% | -4.9% | +4.4% | +9.4% |
| 6M | +10.2% | -1.5% | +11.8% | +15.6% |
| YTD | -1.7% | +8.5% | -10.2% | -13.1% |
| 1Y | +1.2% | +11.4% | -10.2% | -14.7% |
| 3Y | +153.6% | +70.1% | +83.6% | +10.5% |
| 5Y | +120.1% | +53.7% | +66.3% | +20.0% |
| All | +546.1% | +215.5% | +330.6% | -26.0% |
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