Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • PSKY vs VIG✓SelectedUSD · VIGPSKY vs VIG performance historyLatest closeAs of-1.63%09/04
Stock and ETF performance explorer

PSKY vs VIG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-32.6%
VIG return
+623.5%
Excess return
-656.1%
Maximum drawdown
-91.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVIGExcessAlpha
1D-1.6%-0.5%-1.2%-1.0%
7D-0.2%-0.4%+0.2%+0.5%
30D+24.0%-1.0%+24.9%+25.8%
3M+2.2%+2.8%-0.6%-1.7%
6M-9.0%+8.2%-17.2%-19.0%
YTD-18.1%+11.0%-29.2%-29.8%
1Y-25.1%+16.1%-41.2%-39.8%
3Y-16.3%+56.2%-72.5%-57.5%
5Y-70.4%+63.0%-133.4%-85.7%
10Y-74.2%+241.4%-315.6%-96.3%
All-32.6%+623.5%-656.1%-97.0%

Cumulative growth

Daily Returns

Daily percentage return beside VIG.

Daily Out/Under-Performance

Portfolio return minus VIG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × VIG 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 VIG 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