+96.1%
PSX vs VG
+71.2%
+25.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.7% | -3.1% | +0.8% |
| 7D | +6.4% | +15.1% | -8.7% | +3.8% |
| 30D | -10.2% | -4.2% | -6.0% | -9.8% |
| 3M | +17.2% | -3.1% | +20.3% | +17.2% |
| 6M | +51.8% | +0.3% | +51.4% | +49.4% |
| YTD | +108.0% | +95.5% | +12.5% | +96.4% |
| 1Y | +96.1% | +64.4% | +31.7% | +86.1% |
| All | +96.1% | +71.2% | +25.0% | +86.1% |
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