-20.6%
PSNYW vs VT
+18.1%
-38.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | 0.0% | -6.0% | -6.0% |
| 7D | -6.0% | +0.4% | -6.5% | -5.8% |
| 30D | +108.3% | +1.0% | +107.4% | +109.3% |
| 3M | +66.7% | +2.4% | +64.3% | +69.4% |
| 6M | +31.9% | +12.0% | +19.9% | +50.8% |
| YTD | -21.5% | +15.3% | -36.8% | -2.6% |
| All | -20.6% | +18.1% | -38.8% | +33.8% |
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