-80.2%
PSQH vs VT
+21.4%
-101.6%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.5% | -7.7% | -6.6% |
| 7D | +0.8% | +1.0% | -0.2% | -2.2% |
| 30D | +15.6% | -0.2% | +15.8% | +17.2% |
| 3M | -33.3% | +4.5% | -37.9% | -40.9% |
| 6M | -44.9% | +14.1% | -59.0% | -61.6% |
| YTD | -67.4% | +14.8% | -82.1% | -77.7% |
| 1Y | -80.2% | +21.2% | -101.4% | -88.8% |
| All | -80.2% | +21.4% | -101.6% | -88.8% |
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