+114.9%
PXS vs VT
+11.9%
+103.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.4% |
| 7D | +4.3% | +2.4% | +2.0% | +3.5% |
| 30D | -29.3% | -1.5% | -27.8% | -28.9% |
| 3M | +12.6% | -4.1% | +16.7% | +14.5% |
| 6M | +33.8% | +0.6% | +33.2% | +32.1% |
| YTD | +105.7% | +11.0% | +94.7% | +86.3% |
| 1Y | +114.9% | +13.3% | +101.5% | +88.0% |
| All | +114.9% | +11.9% | +103.0% | +88.0% |
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