-49.4%
VG vs PSLV
+61.7%
-111.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +1.5% |
| 7D | -7.7% | +3.9% | -11.6% | -7.5% |
| 30D | -8.8% | -16.3% | +7.5% | -9.1% |
| 3M | -15.6% | -23.0% | +7.3% | -16.1% |
| 6M | +5.2% | -36.5% | +41.7% | +4.8% |
| YTD | +76.9% | -29.6% | +106.5% | +55.0% |
| 1Y | +42.5% | -0.5% | +43.0% | +0.4% |
| All | -49.4% | +61.7% | -111.1% | -80.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling