+30.7%
PSCE vs VT
+53.4%
-22.7%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.2% |
| 7D | -16.4% | -2.3% | -14.1% | -14.4% |
| 30D | -15.1% | -5.0% | -10.2% | -10.5% |
| 3M | -10.4% | -4.9% | -5.6% | -5.8% |
| 6M | -15.9% | -1.5% | -14.4% | -15.4% |
| YTD | +20.2% | +8.5% | +11.8% | +6.6% |
| 1Y | +22.1% | +11.4% | +10.7% | +4.8% |
| 3Y | +1.1% | +70.1% | -69.0% | -47.8% |
| All | +30.7% | +53.4% | -22.7% | -17.7% |
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 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