+147.5%
PSO vs VT
+221.8%
-74.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +0.7% | +2.4% | -1.7% | -0.9% |
| 30D | +0.5% | -1.5% | +2.0% | +1.3% |
| 3M | +7.7% | -4.1% | +11.9% | +10.6% |
| 6M | +19.3% | +0.6% | +18.8% | +18.0% |
| YTD | +27.0% | +11.0% | +15.9% | +16.9% |
| 1Y | +34.0% | +13.3% | +20.7% | +21.5% |
| 3Y | +56.5% | +73.4% | -16.9% | +3.1% |
| 5Y | +125.8% | +57.4% | +68.3% | +58.5% |
| All | +147.5% | +221.8% | -74.2% | -7.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling