-82.7%
PSNY vs VT
+11.9%
-94.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | -0.3% | -23.7% | -23.6% |
| 7D | -23.9% | +2.4% | -26.3% | -25.6% |
| 30D | -22.9% | -1.5% | -21.4% | -20.9% |
| 3M | -76.5% | -4.1% | -72.4% | -75.4% |
| 6M | -85.5% | +0.6% | -86.0% | -85.4% |
| YTD | -84.8% | +11.0% | -95.9% | -84.7% |
| 1Y | -82.7% | +13.3% | -96.1% | -81.1% |
| All | -82.7% | +11.9% | -94.7% | -81.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling