+89.6%
VRT vs PSLV
+49.9%
+39.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.5% |
| 7D | -8.4% | -3.5% | -4.9% | -7.4% |
| 30D | -10.9% | -2.1% | -8.7% | -10.3% |
| 3M | -13.7% | -1.6% | -12.0% | -13.7% |
| 6M | -4.1% | -25.5% | +21.4% | +3.0% |
| YTD | +58.7% | -11.4% | +70.2% | +55.3% |
| 1Y | +89.6% | +48.6% | +41.0% | +37.8% |
| All | +89.6% | +49.9% | +39.8% | +37.8% |
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