+697.1%
PSIX vs VT
+53.2%
+643.9%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -4.1% | -5.5% | -3.5% |
| 7D | -25.9% | -4.2% | -21.7% | -21.2% |
| 30D | -25.2% | -5.8% | -19.4% | -17.9% |
| 3M | +8.9% | -5.2% | +14.2% | +19.2% |
| 6M | -48.1% | +0.1% | -48.2% | -46.1% |
| YTD | -37.2% | +8.2% | -45.5% | -39.3% |
| 1Y | -59.5% | +10.1% | -69.6% | -61.5% |
| 3Y | +1,158.6% | +69.7% | +1,088.9% | +840.6% |
| 5Y | +697.1% | +53.4% | +643.7% | +704.1% |
| All | +697.1% | +53.2% | +643.9% | +704.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling