+167.3%
PSIX vs VT
+352.9%
-185.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.7% | +6.7% |
| 7D | +1.7% | -1.6% | +3.4% | +3.3% |
| 30D | +10.2% | -2.5% | +12.7% | +13.2% |
| 3M | +71.8% | -1.3% | +73.1% | +75.8% |
| 6M | -29.9% | +3.1% | -33.0% | -29.8% |
| YTD | -13.5% | +10.9% | -24.4% | -16.8% |
| 1Y | -44.5% | +12.1% | -56.6% | -46.8% |
| 3Y | +1,634.4% | +73.9% | +1,560.5% | +1,228.0% |
| 5Y | +1,036.3% | +58.0% | +978.3% | +809.5% |
| 10Y | +485.0% | +225.5% | +259.5% | +145.8% |
| All | +167.3% | +352.9% | -185.6% | +3.3% |
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