-16.9%
PSKY vs VO
+57.7%
-74.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | +2.4% | +0.6% | +1.7% | +1.8% |
| 30D | +17.5% | -1.1% | +18.6% | +18.7% |
| 3M | +4.4% | +4.5% | -0.1% | +0.1% |
| 6M | -9.0% | +11.1% | -20.1% | -17.8% |
| YTD | -18.6% | +13.5% | -32.1% | -28.0% |
| 1Y | -27.7% | +14.5% | -42.2% | -36.5% |
| 3Y | -16.9% | +58.1% | -75.0% | -60.2% |
| All | -16.9% | +57.7% | -74.6% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling