-96.2%
PSQH vs VT
+71.6%
-167.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -8.2% | +0.4% | -8.6% | -8.5% |
| 30D | +32.3% | +1.0% | +31.3% | +31.4% |
| 3M | -35.2% | +2.4% | -37.6% | -36.0% |
| 6M | -43.1% | +12.0% | -55.1% | -47.1% |
| YTD | -64.5% | +15.3% | -79.8% | -67.4% |
| 1Y | -78.0% | +22.6% | -100.5% | -80.3% |
| 3Y | -97.0% | +74.7% | -171.7% | -97.5% |
| 5Y | -96.2% | +66.1% | -162.3% | -96.8% |
| All | -96.2% | +71.6% | -167.9% | -96.8% |
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