-44.6%
PSNL vs VT
+132.1%
-176.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.1% |
| 7D | -0.2% | -2.3% | +2.1% | +3.9% |
| 30D | -1.3% | -5.0% | +3.6% | +7.9% |
| 3M | +21.2% | -4.9% | +26.1% | +32.2% |
| 6M | +160.1% | -1.5% | +161.7% | +168.1% |
| YTD | +98.4% | +8.5% | +89.9% | +74.1% |
| 1Y | +119.8% | +11.4% | +108.4% | +85.5% |
| 3Y | +1,389.6% | +70.1% | +1,319.6% | +526.2% |
| 5Y | -23.2% | +53.7% | -77.0% | -58.4% |
| All | -44.6% | +132.1% | -176.7% | -80.5% |
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