+826.3%
PSMT vs VT
+345.0%
+481.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +2.0% |
| 7D | -1.6% | -4.2% | +2.6% | +2.1% |
| 30D | -5.5% | -5.8% | +0.3% | -0.5% |
| 3M | -12.5% | -5.2% | -7.3% | -8.4% |
| 6M | +4.2% | +0.1% | +4.1% | +3.7% |
| YTD | +33.6% | +8.2% | +25.4% | +24.1% |
| 1Y | +37.4% | +10.1% | +27.3% | +25.6% |
| 3Y | +155.3% | +69.7% | +85.6% | +57.5% |
| 5Y | +128.4% | +53.4% | +75.0% | +52.6% |
| 10Y | +111.3% | +219.2% | -107.9% | -30.1% |
| All | +826.3% | +345.0% | +481.3% | +163.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling