+271.4%
PSIX vs VT
+228.2%
+43.3%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.7% | +1.7% | -21.5% | -21.1% |
| 7D | -18.3% | -0.3% | -18.0% | -18.4% |
| 30D | -11.6% | -1.4% | -10.2% | -10.5% |
| 3M | +13.8% | -1.4% | +15.2% | +15.5% |
| 6M | -41.5% | +5.5% | -46.9% | -42.6% |
| YTD | -30.6% | +12.8% | -43.4% | -33.8% |
| 1Y | -52.8% | +15.4% | -68.2% | -55.5% |
| 3Y | +1,291.9% | +76.9% | +1,215.1% | +1,050.9% |
| 5Y | +781.6% | +60.4% | +721.2% | +644.4% |
| All | +271.4% | +228.2% | +43.3% | +257.7% |
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