+161.3%
PIO price history and return analytics
+345.0%
-183.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.5% | +0.2% |
| 7D | -0.5% | -4.2% | +3.6% | +3.5% |
| 30D | -0.7% | -5.8% | +5.1% | +4.9% |
| 3M | -5.0% | -5.2% | +0.3% | -0.2% |
| 6M | -3.0% | +0.1% | -3.1% | -3.4% |
| YTD | +1.0% | +8.2% | -7.3% | -6.4% |
| 1Y | -1.2% | +10.1% | -11.3% | -9.9% |
| 3Y | +34.8% | +69.7% | -34.9% | -18.2% |
| 5Y | +10.9% | +53.4% | -42.5% | -26.1% |
| 10Y | +140.3% | +219.2% | -78.9% | -20.4% |
| All | +161.3% | +345.0% | -183.6% | -37.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling