+222.3%
PXJ vs VT
+66.2%
+156.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +2.6% | +0.4% | +2.2% | +2.1% |
| 30D | +14.2% | +1.0% | +13.2% | +13.0% |
| 3M | +10.5% | +2.4% | +8.1% | +7.4% |
| 6M | +16.8% | +12.0% | +4.8% | +2.6% |
| YTD | +63.6% | +15.3% | +48.3% | +39.3% |
| 1Y | +78.8% | +22.6% | +56.3% | +42.3% |
| 3Y | +70.8% | +74.7% | -3.8% | -5.7% |
| All | +222.3% | +66.2% | +156.1% | +93.4% |
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