+105.4%
PSMT vs VT
+215.5%
-110.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -2.0% | -2.3% | +0.4% | -0.2% |
| 30D | -4.3% | -5.0% | +0.7% | -0.6% |
| 3M | -8.4% | -4.9% | -3.6% | -5.0% |
| 6M | +2.0% | -1.5% | +3.5% | +2.9% |
| YTD | +33.6% | +8.5% | +25.1% | +25.0% |
| 1Y | +39.6% | +11.4% | +28.3% | +28.1% |
| 3Y | +151.7% | +70.1% | +81.7% | +65.5% |
| 5Y | +128.3% | +53.7% | +74.6% | +61.2% |
| All | +105.4% | +215.5% | -110.1% | -19.1% |
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