-1.7%
PIM price history and return analytics
+12.5%
-14.2%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -0.3% | -0.1% | -0.2% | -0.4% |
| 30D | +2.1% | -3.1% | +5.1% | +2.7% |
| 3M | -2.0% | -3.5% | +1.5% | -1.3% |
| 6M | -3.6% | +0.5% | -4.0% | -3.8% |
| YTD | -2.4% | +10.8% | -13.2% | -5.6% |
| 1Y | -1.7% | +11.9% | -13.6% | -5.3% |
| All | -1.7% | +12.5% | -14.2% | -5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling