+257.1%
PSCT vs VT
+215.5%
+41.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.4% |
| 7D | -6.1% | -2.3% | -3.8% | -3.0% |
| 30D | -11.2% | -5.0% | -6.3% | -4.8% |
| 3M | -9.9% | -4.9% | -5.1% | -3.4% |
| 6M | -6.4% | -1.5% | -4.9% | -3.3% |
| YTD | +29.9% | +8.5% | +21.4% | +18.8% |
| 1Y | +26.2% | +11.4% | +14.9% | +12.0% |
| 3Y | +77.8% | +70.1% | +7.7% | -4.5% |
| 5Y | +42.4% | +53.7% | -11.4% | -12.5% |
| All | +257.1% | +215.5% | +41.5% | -4.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling