+29.3%
PSL vs VT
+53.2%
-23.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | +0.6% |
| 7D | +1.1% | -4.2% | +5.3% | +3.7% |
| 30D | +5.3% | -5.8% | +11.1% | +9.0% |
| 3M | -1.0% | -5.2% | +4.3% | +2.1% |
| 6M | +1.8% | +0.1% | +1.7% | +0.9% |
| YTD | +14.2% | +8.2% | +6.0% | +7.3% |
| 1Y | +11.3% | +10.1% | +1.1% | +3.3% |
| 3Y | +43.1% | +69.7% | -26.6% | -3.1% |
| 5Y | +29.3% | +53.4% | -24.0% | -5.7% |
| All | +29.3% | +53.2% | -23.9% | -5.7% |
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