+15.7%
PIM price history and return analytics
+66.2%
-50.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.9% | +0.4% | -1.4% | -1.0% |
| 30D | +1.3% | +1.0% | +0.4% | +1.1% |
| 3M | +1.2% | +2.4% | -1.2% | +0.6% |
| 6M | +0.1% | +12.0% | -11.9% | -2.5% |
| YTD | -0.4% | +15.3% | -15.7% | -3.6% |
| 1Y | +1.7% | +22.6% | -20.9% | -3.0% |
| 3Y | +28.5% | +74.7% | -46.2% | +12.5% |
| All | +15.7% | +66.2% | -50.5% | +2.4% |
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