-98.7%
PSQH vs VT
+61.4%
-160.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.2% | +0.2% | +18.0% | +18.0% |
| 7D | -29.6% | -2.3% | -27.3% | -28.3% |
| 30D | -49.6% | -5.0% | -44.7% | -47.3% |
| 3M | -54.1% | -4.9% | -49.2% | -51.9% |
| 6M | -84.2% | -1.5% | -82.6% | -83.7% |
| YTD | -87.4% | +8.5% | -95.9% | -87.8% |
| 1Y | -92.6% | +11.4% | -103.9% | -92.9% |
| 3Y | -98.0% | +70.1% | -168.1% | -98.2% |
| 5Y | -98.7% | +53.7% | -152.4% | -98.8% |
| All | -98.7% | +61.4% | -160.1% | -98.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling