-32.5%
PSNYW vs VT
+16.8%
-49.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.6% | -9.1% | -10.2% |
| 7D | -24.8% | -0.1% | -24.6% | -24.8% |
| 30D | +65.4% | -0.7% | +66.0% | +64.2% |
| 3M | +50.2% | +4.0% | +46.2% | +54.3% |
| 6M | -2.3% | +12.3% | -14.6% | +12.0% |
| YTD | -33.3% | +14.0% | -47.3% | -17.8% |
| All | -32.5% | +16.8% | -49.3% | +12.9% |
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