+1,977.8%
VRT vs PSKY
-84.0%
+2,061.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.8% | +0.9% | -3.3% |
| 7D | -15.0% | -24.6% | +9.6% | -12.1% |
| 30D | -13.0% | -36.1% | +23.1% | -8.4% |
| 3M | +10.0% | -53.8% | +63.9% | +16.6% |
| 6M | +10.0% | -53.8% | +63.9% | +16.6% |
| YTD | +10.0% | -53.8% | +63.9% | +16.6% |
| 1Y | +16.2% | -58.4% | +74.6% | +25.5% |
| 3Y | +409.8% | -40.7% | +450.4% | +371.6% |
| 5Y | +805.1% | -80.0% | +885.2% | +951.5% |
| All | +1,977.8% | -84.0% | +2,061.7% | +1,473.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 10y: compounded portfolio wealth divided by compounded PSKY 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…
10y analysis · Full analysis span regression · 6 months rolling