-99.5%
PIII price history and return analytics
+76.0%
-175.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.8% | +1.1% | -23.9% | -23.3% |
| 7D | -36.3% | -0.7% | -35.6% | -36.1% |
| 30D | -41.2% | -1.7% | -39.5% | -40.8% |
| 3M | -78.9% | -2.3% | -76.6% | -78.7% |
| 6M | -31.0% | +1.5% | -32.5% | -32.3% |
| YTD | -25.2% | +12.0% | -37.3% | -32.4% |
| 1Y | -65.2% | +12.9% | -78.1% | -68.8% |
| 3Y | -96.1% | +74.9% | -171.1% | -97.6% |
| 5Y | -99.5% | +59.9% | -159.4% | -99.7% |
| All | -99.5% | +76.0% | -175.4% | -99.7% |
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