+162.2%
PIE price history and return analytics
+226.9%
-64.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.3% |
| 7D | -1.2% | -2.0% | +0.8% | +0.8% |
| 30D | +2.6% | -1.4% | +4.0% | +4.0% |
| 3M | +9.5% | +4.7% | +4.8% | +5.2% |
| 6M | +27.0% | +11.4% | +15.7% | +15.7% |
| YTD | +42.2% | +13.1% | +29.2% | +27.8% |
| 1Y | +40.9% | +19.0% | +21.9% | +20.8% |
| 3Y | +87.9% | +73.9% | +13.9% | +12.9% |
| 5Y | +46.8% | +65.4% | -18.6% | -7.9% |
| All | +162.2% | +226.9% | -64.7% | -18.7% |
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