+16.1%
VIG vs PSLV
+57.1%
-41.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.4% |
| 7D | -0.4% | -0.6% | +0.2% | -0.4% |
| 30D | -1.0% | +7.3% | -8.2% | -1.4% |
| 3M | +2.8% | -7.4% | +10.2% | +3.0% |
| 6M | +8.2% | -20.3% | +28.5% | +8.9% |
| YTD | +11.0% | -8.2% | +19.3% | +9.7% |
| 1Y | +16.1% | +57.9% | -41.8% | +11.7% |
| All | +16.1% | +57.1% | -41.0% | +11.7% |
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