+9.1%
PSLV vs VO
+16.3%
-7.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.9% | +5.1% | +4.2% |
| 7D | -2.6% | +1.0% | -3.6% | -4.6% |
| 30D | -14.2% | +2.6% | -16.8% | -18.5% |
| 3M | -12.2% | -0.3% | -12.0% | -11.5% |
| 6M | -28.1% | +7.6% | -35.7% | -37.9% |
| YTD | -28.2% | +14.7% | -42.9% | -43.4% |
| 1Y | +9.1% | +16.4% | -7.3% | -14.3% |
| All | +9.1% | +16.3% | -7.1% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling