+63.4%
VSH vs PSLV
+7.9%
+55.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.0% | -11.1% | -6.6% |
| 7D | -13.6% | -2.6% | -11.0% | -13.0% |
| 30D | -30.4% | -14.2% | -16.2% | -27.4% |
| 3M | -33.3% | -12.2% | -21.0% | -30.9% |
| 6M | -15.1% | -28.1% | +13.0% | -8.8% |
| YTD | +80.2% | -28.2% | +108.4% | +81.0% |
| 1Y | +63.4% | +9.1% | +54.2% | +40.6% |
| All | +63.4% | +7.9% | +55.5% | +40.6% |
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