+67.4%
PSN vs VT
+138.0%
-70.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.1% | -0.4% |
| 7D | +2.0% | -4.2% | +6.2% | +5.8% |
| 30D | +19.6% | -5.8% | +25.4% | +25.8% |
| 3M | +5.4% | -5.2% | +10.6% | +10.3% |
| 6M | +1.1% | +0.1% | +1.0% | +1.4% |
| YTD | -18.5% | +8.2% | -26.8% | -23.6% |
| 1Y | -39.3% | +10.1% | -49.4% | -43.9% |
| 3Y | -18.3% | +69.7% | -88.0% | -48.0% |
| 5Y | +36.5% | +53.4% | -16.8% | -5.6% |
| All | +67.4% | +138.0% | -70.6% | -25.2% |
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