+146.4%
PIO price history and return analytics
+222.7%
-76.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.6% |
| 7D | +2.5% | +2.9% | -0.4% | -0.1% |
| 30D | +2.0% | -2.5% | +4.5% | +4.3% |
| 3M | -0.7% | -3.3% | +2.7% | +2.4% |
| 6M | +1.7% | +1.5% | +0.2% | +0.1% |
| YTD | +3.5% | +11.4% | -7.8% | -6.3% |
| 1Y | -0.7% | +11.9% | -12.6% | -10.6% |
| 3Y | +37.7% | +73.9% | -36.2% | -17.5% |
| 5Y | +11.3% | +57.9% | -46.6% | -27.4% |
| All | +146.4% | +222.7% | -76.3% | -11.4% |
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 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