+96.9%
PSX vs VG
+47.2%
+49.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -7.7% | +3.2% | -3.3% |
| 7D | -5.2% | -16.4% | +11.2% | -2.6% |
| 30D | -3.7% | -10.8% | +7.0% | -2.2% |
| 3M | +26.8% | -6.3% | +33.1% | +27.4% |
| 6M | +47.3% | -12.5% | +59.8% | +48.1% |
| YTD | +105.4% | +76.9% | +28.5% | +102.6% |
| 1Y | +96.9% | +51.8% | +45.1% | +94.3% |
| All | +96.9% | +47.2% | +49.7% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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