-77.4%
PSIL vs VT
+58.7%
-136.1%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.7% | +3.8% |
| 7D | -7.7% | -2.3% | -5.3% | -5.6% |
| 30D | -8.4% | -5.0% | -3.4% | -3.8% |
| 3M | -22.7% | -4.9% | -17.8% | -19.0% |
| 6M | -6.3% | -1.5% | -4.8% | -5.0% |
| YTD | +12.9% | +8.5% | +4.4% | +4.9% |
| 1Y | +19.1% | +11.4% | +7.7% | +8.3% |
| 3Y | +50.3% | +70.1% | -19.8% | -7.3% |
| 5Y | -77.7% | +53.7% | -131.4% | -84.2% |
| All | -77.4% | +58.7% | -136.1% | -84.6% |
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 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