+280.9%
PSX vs VT
+53.2%
+227.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.1% | -0.8% | -2.1% |
| 7D | -9.7% | -4.2% | -5.5% | -7.1% |
| 30D | -8.4% | -5.8% | -2.6% | -4.8% |
| 3M | +22.6% | -5.2% | +27.9% | +26.8% |
| 6M | +38.8% | +0.1% | +38.6% | +36.8% |
| YTD | +95.5% | +8.2% | +87.2% | +79.8% |
| 1Y | +87.1% | +10.1% | +77.0% | +69.5% |
| 3Y | +133.5% | +69.7% | +63.9% | +49.9% |
| 5Y | +280.9% | +53.4% | +227.5% | +167.6% |
| All | +280.9% | +53.2% | +227.7% | +167.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling