+84.8%
PIZ price history and return analytics
+74.1%
+10.7%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +0.9% |
| 7D | +2.3% | +0.4% | +1.9% | +1.9% |
| 30D | -1.6% | -2.6% | +0.9% | +1.5% |
| 3M | -6.7% | -3.2% | -3.5% | -2.9% |
| 6M | -14.6% | +0.9% | -15.5% | -15.0% |
| YTD | +3.7% | +11.3% | -7.6% | -6.7% |
| 1Y | +7.4% | +14.0% | -6.6% | -5.6% |
| 3Y | +84.8% | +75.8% | +9.0% | +1.7% |
| All | +84.8% | +74.1% | +10.7% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling