+69.5%
VG vs PSLV
-1.1%
+70.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +5.6% |
| 7D | +5.5% | -1.5% | +7.0% | +5.3% |
| 30D | -3.6% | -15.2% | +11.7% | -5.3% |
| 3M | -4.0% | -21.4% | +17.4% | -6.4% |
| 6M | +9.4% | -39.9% | +49.3% | +3.7% |
| YTD | +86.6% | -29.3% | +115.9% | +76.4% |
| 1Y | +69.5% | -1.6% | +71.1% | +47.7% |
| All | +69.5% | -1.1% | +70.6% | +47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling