+27.6%
V vs PSX
+87.5%
-59.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.4% |
| 7D | +0.8% | -7.8% | +8.6% | +1.0% |
| 30D | +9.9% | -9.9% | +19.8% | +10.1% |
| 3M | +17.5% | +16.9% | +0.6% | +16.2% |
| 6M | +33.5% | +48.0% | -14.5% | +30.3% |
| YTD | +21.6% | +98.3% | -76.8% | +17.1% |
| 1Y | +27.6% | +86.2% | -58.6% | +22.8% |
| All | +27.6% | +87.5% | -59.9% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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