+20.3%
VT vs PSLV
+57.7%
-37.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.1% | -0.9% |
| 7D | -0.1% | +3.3% | -3.5% | -0.5% |
| 30D | -0.7% | +2.1% | -2.8% | -0.9% |
| 3M | +4.0% | +7.1% | -3.1% | +3.0% |
| 6M | +12.3% | -21.6% | +33.9% | +13.7% |
| YTD | +14.0% | -6.7% | +20.7% | +12.9% |
| 1Y | +20.3% | +59.3% | -39.0% | +12.2% |
| All | +20.3% | +57.7% | -37.4% | +12.2% |
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