-34.3%
PSNYW vs VT
+15.8%
-50.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -3.1% |
| 7D | -22.2% | -2.0% | -20.2% | -23.2% |
| 30D | +47.9% | -1.4% | +49.3% | +46.1% |
| 3M | +50.5% | +4.7% | +45.8% | +55.1% |
| 6M | -1.7% | +11.4% | -13.0% | +12.2% |
| YTD | -35.0% | +13.1% | -48.1% | -20.4% |
| All | -34.3% | +15.8% | -50.1% | +9.4% |
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