-98.2%
PIII price history and return analytics
+66.2%
-164.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.7% |
| 7D | +1.0% | +1.0% | 0.0% | +0.5% |
| 30D | -22.5% | -0.2% | -22.2% | -22.4% |
| 3M | -26.7% | +4.5% | -31.2% | -28.6% |
| 6M | +302.7% | +14.1% | +288.6% | +261.1% |
| YTD | +157.3% | +14.8% | +142.5% | +129.1% |
| 1Y | +2.3% | +21.2% | -18.9% | -13.3% |
| 3Y | -91.5% | +76.6% | -168.1% | -94.9% |
| 5Y | -98.2% | +66.6% | -164.8% | -98.8% |
| All | -98.2% | +66.2% | -164.4% | -98.8% |
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