-98.6%
PSNY vs VT
+66.5%
-165.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.4% | +4.3% |
| 7D | +3.9% | -2.3% | +6.2% | +8.4% |
| 30D | -23.7% | -5.0% | -18.7% | -16.9% |
| 3M | -69.3% | -4.9% | -64.5% | -66.8% |
| 6M | -78.1% | -1.5% | -76.5% | -77.6% |
| YTD | -80.1% | +8.5% | -88.5% | -82.4% |
| 1Y | -81.4% | +11.4% | -92.7% | -84.3% |
| 3Y | -93.8% | +70.1% | -163.8% | -97.2% |
| 5Y | -98.7% | +53.7% | -152.4% | -99.4% |
| All | -98.6% | +66.5% | -165.1% | -99.3% |
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 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