-98.3%
PIII price history and return analytics
+79.1%
-177.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -9.8% | -1.1% | -8.7% | -9.4% |
| 30D | -27.9% | -1.0% | -26.9% | -27.6% |
| 3M | -37.8% | +3.2% | -41.0% | -39.0% |
| 6M | +171.9% | +12.5% | +159.5% | +146.6% |
| YTD | +141.5% | +14.1% | +127.5% | +116.6% |
| 1Y | -2.8% | +18.9% | -21.7% | -16.0% |
| 3Y | -92.9% | +74.1% | -167.0% | -95.6% |
| 5Y | -98.3% | +66.9% | -165.1% | -98.9% |
| All | -98.3% | +79.1% | -177.4% | -98.9% |
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