+841.6%
PSCT vs VT
+399.8%
+441.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -3.0% |
| 7D | -4.3% | -0.3% | -3.9% | -3.9% |
| 30D | -7.2% | -1.4% | -5.7% | -5.4% |
| 3M | -8.8% | -1.4% | -7.5% | -7.1% |
| 6M | +2.7% | +5.5% | -2.7% | -2.6% |
| YTD | +37.2% | +12.8% | +24.4% | +20.6% |
| 1Y | +37.8% | +15.4% | +22.4% | +18.3% |
| 3Y | +87.2% | +76.9% | +10.3% | +1.0% |
| 5Y | +52.8% | +60.4% | -7.6% | -6.8% |
| 10Y | +286.7% | +232.8% | +53.9% | +11.0% |
| All | +841.6% | +399.8% | +441.8% | +81.2% |
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 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