-96.8%
PSQH vs VT
+75.0%
-171.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -8.2% | +0.4% | -8.6% | -8.8% |
| 30D | +32.3% | +1.0% | +31.3% | +30.3% |
| 3M | -35.2% | +2.4% | -37.6% | -37.2% |
| 6M | -43.1% | +12.0% | -55.1% | -52.4% |
| YTD | -64.5% | +15.3% | -79.8% | -71.4% |
| 1Y | -78.0% | +22.6% | -100.5% | -83.6% |
| All | -96.8% | +75.0% | -171.8% | -98.0% |
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