+103.8%
V vs PSX
+280.1%
-176.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | +0.8% | -7.8% | +8.6% | +2.1% |
| 30D | +9.9% | -9.9% | +19.8% | +11.7% |
| 3M | +17.5% | +16.9% | +0.6% | +13.8% |
| 6M | +33.5% | +48.0% | -14.5% | +23.6% |
| YTD | +21.6% | +98.3% | -76.8% | +5.9% |
| 1Y | +27.6% | +86.2% | -58.6% | +12.4% |
| 3Y | +76.4% | +144.0% | -67.6% | +43.7% |
| 5Y | +103.8% | +287.7% | -183.9% | +46.2% |
| All | +103.8% | +280.1% | -176.3% | +46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling