-89.3%
PSNY vs VT
+77.9%
-167.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | 0.0% | +6.0% | +6.0% |
| 7D | -27.6% | +0.4% | -28.0% | -28.4% |
| 30D | -37.5% | +1.0% | -38.4% | -38.7% |
| 3M | -52.6% | +2.4% | -54.9% | -54.7% |
| 6M | -49.1% | +12.0% | -61.1% | -58.2% |
| YTD | -56.9% | +15.3% | -72.2% | -65.9% |
| 1Y | -70.5% | +22.6% | -93.1% | -79.0% |
| All | -89.3% | +77.9% | -167.2% | -96.3% |
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