-59.5%
PSIX vs VT
+10.7%
-70.2%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.1% | -5.5% | +4.5% |
| 7D | -25.9% | -4.2% | -21.7% | -15.2% |
| 30D | -25.2% | -5.8% | -19.4% | -7.6% |
| 3M | +8.9% | -5.2% | +14.2% | +32.6% |
| 6M | -48.1% | +0.1% | -48.2% | -46.4% |
| YTD | -37.2% | +8.2% | -45.5% | -47.2% |
| 1Y | -59.5% | +10.1% | -69.6% | -67.5% |
| All | -59.5% | +10.7% | -70.2% | -67.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling