-39.4%
PII price history and return analytics
+53.4%
-92.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.2% |
| 7D | +6.2% | -2.3% | +8.5% | +9.8% |
| 30D | +19.5% | -5.0% | +24.4% | +28.2% |
| 3M | -9.0% | -4.9% | -4.1% | -2.5% |
| 6M | -4.0% | -1.5% | -2.5% | -1.6% |
| YTD | +2.9% | +8.5% | -5.6% | -7.9% |
| 1Y | +1.0% | +11.4% | -10.4% | -12.8% |
| 3Y | -21.4% | +70.1% | -91.5% | -60.7% |
| All | -39.4% | +53.4% | -92.8% | -66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling