+71.8%
PIPR price history and return analytics
+53.4%
+18.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -2.1% |
| 7D | +3.3% | -2.3% | +5.6% | +6.7% |
| 30D | +3.3% | -5.0% | +8.3% | +10.9% |
| 3M | -11.2% | -4.9% | -6.3% | -4.7% |
| 6M | -17.8% | -1.5% | -16.2% | -16.2% |
| YTD | -20.5% | +8.5% | -29.0% | -29.2% |
| 1Y | -17.6% | +11.4% | -29.0% | -29.2% |
| 3Y | +94.0% | +70.1% | +23.9% | -3.1% |
| All | +71.8% | +53.4% | +18.4% | +5.2% |
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