+55.1%
VEU vs PSLV
+154.2%
-99.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.8% | +1.0% |
| 7D | -1.4% | -3.5% | +2.0% | -0.8% |
| 30D | -0.4% | -2.1% | +1.7% | -0.1% |
| 3M | +2.5% | -1.6% | +4.2% | +2.5% |
| 6M | +11.1% | -25.5% | +36.6% | +16.2% |
| YTD | +16.5% | -11.4% | +27.9% | +14.1% |
| 1Y | +22.9% | +48.6% | -25.7% | +5.4% |
| 3Y | +73.4% | +166.9% | -93.5% | +26.2% |
| All | +55.1% | +154.2% | -99.1% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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