-77.3%
PSIL vs VT
+62.2%
-139.5%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.2% | +2.2% |
| 7D | -7.2% | -1.6% | -5.6% | -5.8% |
| 30D | -10.7% | -2.5% | -8.2% | -8.5% |
| 3M | -16.9% | -1.3% | -15.6% | -15.8% |
| 6M | -3.1% | +3.1% | -6.2% | -5.8% |
| YTD | +13.6% | +10.9% | +2.7% | +3.3% |
| 1Y | +13.3% | +12.1% | +1.2% | +2.2% |
| 3Y | +48.9% | +73.9% | -24.9% | -10.0% |
| 5Y | -77.0% | +58.0% | -135.0% | -84.2% |
| All | -77.3% | +62.2% | -139.5% | -84.8% |
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