+40.9%
PINE price history and return analytics
+66.2%
-25.3%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -0.6% | +1.0% | -1.6% | -1.0% |
| 30D | -2.8% | -0.2% | -2.5% | -2.7% |
| 3M | +1.4% | +4.5% | -3.2% | -0.8% |
| 6M | +2.5% | +14.1% | -11.5% | -4.0% |
| YTD | +19.8% | +14.8% | +5.1% | +11.8% |
| 1Y | +35.8% | +21.2% | +14.6% | +23.3% |
| 3Y | +39.6% | +76.6% | -37.0% | +4.2% |
| 5Y | +40.9% | +66.6% | -25.7% | +6.7% |
| All | +40.9% | +66.2% | -25.3% | +6.7% |
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 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