+81.2%
PIE price history and return analytics
+355.4%
-274.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | -3.1% | -0.1% | -2.9% | -2.7% |
| 30D | -17.4% | -3.1% | -14.3% | -14.6% |
| 3M | -9.8% | -3.5% | -6.3% | -6.3% |
| 6M | -7.4% | +0.5% | -7.8% | -6.7% |
| YTD | +24.7% | +10.8% | +13.9% | +14.8% |
| 1Y | +21.1% | +11.9% | +9.2% | +10.4% |
| 3Y | +67.2% | +73.0% | -5.8% | +1.3% |
| 5Y | +30.7% | +58.6% | -28.0% | -14.9% |
| 10Y | +138.5% | +219.2% | -80.7% | -19.6% |
| All | +81.2% | +355.4% | -274.2% | -53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling