-16.0%
PSN vs VT
+75.0%
-91.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -2.9% | +0.4% | -3.3% | -3.3% |
| 30D | -0.4% | +1.0% | -1.4% | -1.3% |
| 3M | -21.5% | +2.4% | -23.9% | -22.9% |
| 6M | -27.9% | +12.0% | -39.9% | -34.3% |
| YTD | -23.0% | +15.3% | -38.3% | -31.6% |
| 1Y | -35.6% | +22.6% | -58.2% | -45.5% |
| All | -16.0% | +75.0% | -91.0% | -46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling