+11.9%
VNQ vs PSLV
+6.6%
+5.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.8% |
| 7D | +2.5% | -0.1% | +2.6% | +2.5% |
| 30D | +7.0% | -15.6% | +22.7% | +7.5% |
| 3M | -1.9% | -16.6% | +14.7% | -1.4% |
| 6M | +2.3% | -28.5% | +30.7% | +3.3% |
| YTD | +11.8% | -28.7% | +40.5% | +11.5% |
| 1Y | +11.9% | +5.8% | +6.1% | +10.4% |
| All | +11.9% | +6.6% | +5.2% | +10.4% |
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