-38.9%
PSQ vs VT
+74.4%
-113.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | 0.0% |
| 7D | +1.2% | -0.1% | +1.3% | +1.4% |
| 30D | +10.9% | -3.1% | +14.0% | +7.2% |
| 3M | +7.2% | -3.5% | +10.7% | +3.2% |
| 6M | +5.6% | +0.5% | +5.2% | +8.3% |
| YTD | -7.9% | +10.8% | -18.7% | +8.0% |
| 1Y | -6.1% | +11.9% | -18.0% | +11.8% |
| 3Y | -38.9% | +73.0% | -111.8% | +31.9% |
| All | -38.9% | +74.4% | -113.3% | +31.9% |
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