+86.2%
PSX vs VT
+12.5%
+73.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -1.0% |
| 7D | -7.8% | -0.1% | -7.7% | -7.7% |
| 30D | -9.9% | -3.1% | -6.8% | -10.8% |
| 3M | +16.9% | -3.5% | +20.4% | +15.7% |
| 6M | +48.0% | +0.5% | +47.5% | +48.5% |
| YTD | +98.3% | +10.8% | +87.6% | +100.5% |
| 1Y | +86.2% | +11.9% | +74.3% | +87.5% |
| All | +86.2% | +12.5% | +73.7% | +87.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling