+67.0%
VSH vs PSKY
-71.8%
+138.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.4% | +6.1% | +1.5% |
| 7D | +3.5% | -6.8% | +10.4% | +4.6% |
| 30D | -4.4% | +10.2% | -14.6% | -5.9% |
| 3M | -45.8% | +0.3% | -46.1% | -46.0% |
| 6M | +90.1% | -7.8% | +97.9% | +91.2% |
| YTD | +120.3% | -23.0% | +143.3% | +127.0% |
| 1Y | +112.2% | -31.6% | +143.9% | +120.9% |
| 3Y | +36.6% | -21.3% | +57.9% | +31.7% |
| 5Y | +67.0% | -71.5% | +138.5% | +105.1% |
| All | +67.0% | -71.8% | +138.9% | +105.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling