+108.8%
PSMT vs VT
+222.7%
-113.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | +1.2% | +2.9% | -1.7% | -1.0% |
| 30D | -4.2% | -2.5% | -1.7% | -2.5% |
| 3M | -7.2% | -3.3% | -3.9% | -4.9% |
| 6M | +5.5% | +1.5% | +4.0% | +3.9% |
| YTD | +35.2% | +11.4% | +23.8% | +24.1% |
| 1Y | +42.0% | +11.9% | +30.1% | +29.8% |
| 3Y | +163.3% | +73.9% | +89.4% | +70.2% |
| 5Y | +128.3% | +57.9% | +70.4% | +58.0% |
| All | +108.8% | +222.7% | -113.9% | -17.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling