-37.1%
PSQ vs VT
+53.2%
-90.3%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.1% | +10.4% | +1.0% |
| 7D | +10.0% | -4.2% | +14.1% | +4.4% |
| 30D | +17.0% | -5.8% | +22.8% | +8.7% |
| 3M | +11.1% | -5.2% | +16.4% | +4.4% |
| 6M | +5.4% | +0.1% | +5.3% | +7.6% |
| YTD | -4.1% | +8.2% | -12.3% | +9.3% |
| 1Y | -2.1% | +10.1% | -12.3% | +14.4% |
| 3Y | -38.1% | +69.7% | -107.7% | +36.1% |
| 5Y | -37.1% | +53.4% | -90.5% | +33.1% |
| All | -37.1% | +53.2% | -90.3% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling