-16.9%
PSCE vs VT
+5.0%
-21.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.7% | -9.6% | -7.8% |
| 7D | -13.4% | -0.3% | -13.1% | -13.1% |
| 30D | -13.3% | -1.4% | -11.9% | -13.0% |
| 3M | -9.4% | -1.4% | -8.0% | -9.0% |
| 6M | -16.9% | +5.5% | -22.4% | -13.6% |
| All | -16.9% | +5.0% | -21.9% | -13.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling