-12.2%
PSBD vs VT
+67.4%
-79.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.3% | +0.4% | -0.2% | +0.1% |
| 30D | +3.8% | +1.0% | +2.8% | +3.4% |
| 3M | -0.6% | +2.4% | -3.0% | -1.7% |
| 6M | -0.3% | +12.0% | -12.3% | -5.6% |
| YTD | -8.7% | +15.3% | -24.1% | -14.9% |
| 1Y | -13.8% | +22.6% | -36.4% | -21.9% |
| All | -12.2% | +67.4% | -79.7% | -30.1% |
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