+86.2%
PSX vs VG
+35.0%
+51.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.2% |
| 7D | -7.8% | -7.7% | -0.1% | -6.6% |
| 30D | -9.9% | -8.8% | -1.1% | -8.7% |
| 3M | +16.9% | -15.6% | +32.6% | +19.5% |
| 6M | +48.0% | +5.2% | +42.7% | +45.5% |
| YTD | +98.3% | +76.9% | +21.4% | +95.7% |
| 1Y | +86.2% | +42.5% | +43.7% | +83.3% |
| All | +86.2% | +35.0% | +51.1% | +83.3% |
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