+109.3%
PSI vs VT
+53.4%
+55.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +5.9% |
| 7D | -13.1% | -2.3% | -10.8% | -8.4% |
| 30D | -33.7% | -5.0% | -28.8% | -25.7% |
| 3M | -28.7% | -4.9% | -23.9% | -20.0% |
| 6M | -28.7% | -1.5% | -27.2% | -23.3% |
| YTD | +30.7% | +8.5% | +22.2% | +18.3% |
| 1Y | +34.0% | +11.4% | +22.6% | +16.0% |
| 3Y | +157.1% | +70.1% | +87.0% | +11.9% |
| All | +109.3% | +53.4% | +55.9% | +18.0% |
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