+37.0%
PINE price history and return analytics
+129.3%
-92.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.4% | +0.7% |
| 7D | -0.2% | -0.7% | +0.5% | +0.3% |
| 30D | -7.9% | -1.7% | -6.1% | -6.7% |
| 3M | -12.5% | -2.3% | -10.2% | -11.2% |
| 6M | -9.1% | +1.5% | -10.6% | -10.7% |
| YTD | +5.8% | +12.0% | -6.3% | -4.3% |
| 1Y | +10.8% | +12.9% | -2.0% | -0.4% |
| 3Y | +35.3% | +74.9% | -39.7% | -17.2% |
| 5Y | +22.2% | +59.9% | -37.7% | -19.1% |
| All | +37.0% | +129.3% | -92.3% | -37.7% |
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 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