+45.8%
PXJ vs VT
+69.7%
-23.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.7% | +1.7% |
| 7D | -14.7% | -2.3% | -12.3% | -12.6% |
| 30D | -9.2% | -5.0% | -4.3% | -4.4% |
| 3M | -5.0% | -4.9% | -0.1% | -0.2% |
| 6M | -8.0% | -1.5% | -6.4% | -7.3% |
| YTD | +39.9% | +8.5% | +31.4% | +25.1% |
| 1Y | +39.7% | +11.4% | +28.3% | +20.8% |
| 3Y | +45.8% | +70.1% | -24.2% | -24.3% |
| All | +45.8% | +69.7% | -23.9% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling