-71.1%
PSIL vs VT
+68.7%
-139.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -1.5% | +0.4% | -2.0% | -1.9% |
| 30D | +0.8% | +1.0% | -0.2% | -0.1% |
| 3M | +19.3% | +2.4% | +16.9% | +16.5% |
| 6M | +43.1% | +12.0% | +31.1% | +28.8% |
| YTD | +44.8% | +15.3% | +29.4% | +27.0% |
| 1Y | +57.6% | +22.6% | +35.0% | +31.4% |
| 3Y | +55.6% | +74.7% | -19.1% | -6.3% |
| All | -71.1% | +68.7% | -139.7% | -81.3% |
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