+8.1%
PII price history and return analytics
+223.7%
-215.6%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.6% | +3.8% | +2.7% |
| 7D | +7.3% | +0.4% | +6.9% | +7.0% |
| 30D | +30.1% | -2.6% | +32.7% | +35.4% |
| 3M | -5.2% | -3.2% | -2.0% | -0.5% |
| 6M | +0.4% | +0.9% | -0.5% | -0.5% |
| YTD | +9.6% | +11.3% | -1.8% | -5.8% |
| 1Y | +6.7% | +14.0% | -7.3% | -11.3% |
| 3Y | -12.3% | +75.8% | -88.2% | -59.8% |
| 5Y | -34.0% | +57.8% | -91.8% | -64.1% |
| 10Y | +8.1% | +219.8% | -211.7% | -73.3% |
| All | +8.1% | +223.7% | -215.6% | -73.3% |
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