+217.3%
PSIX vs VT
+224.5%
-7.2%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | 0.0% | +11.2% | +11.2% |
| 7D | +11.6% | +0.4% | +11.2% | +11.2% |
| 30D | +23.0% | +1.0% | +22.0% | +22.3% |
| 3M | +0.8% | +2.4% | -1.6% | -0.1% |
| 6M | -32.5% | +12.0% | -44.5% | -36.4% |
| YTD | -29.1% | +15.3% | -44.5% | -33.8% |
| 1Y | -53.4% | +22.6% | -76.0% | -57.8% |
| 3Y | +1,249.7% | +74.7% | +1,175.0% | +990.5% |
| 5Y | +726.3% | +66.1% | +660.2% | +576.5% |
| All | +217.3% | +224.5% | -7.2% | +74.1% |
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