+87.4%
PXI vs VT
+374.2%
-286.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +3.0% | +0.4% | +2.6% | +2.4% |
| 30D | +13.8% | +1.0% | +12.8% | +12.3% |
| 3M | +9.1% | +2.4% | +6.7% | +5.3% |
| 6M | +16.7% | +12.0% | +4.7% | -0.2% |
| YTD | +44.4% | +15.3% | +29.0% | +18.9% |
| 1Y | +48.4% | +22.6% | +25.8% | +13.4% |
| 3Y | +46.9% | +74.7% | -27.8% | -27.0% |
| 5Y | +171.9% | +66.1% | +105.8% | +44.0% |
| 10Y | +89.9% | +225.0% | -135.1% | -51.5% |
| All | +87.4% | +374.2% | -286.8% | -71.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling