+1,464.0%
V vs PSX
+1,156.9%
+307.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.2% | -2.6% | -0.3% |
| 7D | -2.3% | -0.4% | -2.0% | -2.3% |
| 30D | +9.5% | -8.1% | +17.6% | +11.8% |
| 3M | +17.5% | +15.9% | +1.6% | +11.9% |
| 6M | +32.2% | +49.4% | -17.2% | +16.3% |
| YTD | +22.3% | +104.7% | -82.4% | -2.9% |
| 1Y | +26.8% | +89.1% | -62.3% | +2.9% |
| 3Y | +77.5% | +151.7% | -74.3% | +28.0% |
| 5Y | +110.1% | +298.3% | -188.2% | +25.3% |
| 10Y | +458.8% | +357.1% | +101.7% | +187.0% |
| All | +1,464.0% | +1,156.9% | +307.1% | +520.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling