-44.0%
PSNL vs VT
+139.7%
-183.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -1.6% |
| 7D | +1.1% | -0.7% | +1.8% | +1.9% |
| 30D | +1.0% | -1.7% | +2.8% | +3.7% |
| 3M | +13.8% | -2.3% | +16.1% | +17.8% |
| 6M | +176.1% | +1.5% | +174.6% | +168.4% |
| YTD | +100.5% | +12.0% | +88.5% | +65.4% |
| 1Y | +89.1% | +12.9% | +76.2% | +54.7% |
| 3Y | +1,464.7% | +74.9% | +1,389.8% | +520.3% |
| 5Y | -15.9% | +59.9% | -75.8% | -57.6% |
| All | -44.0% | +139.7% | -183.7% | -81.5% |
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