+715.3%
VTI vs PSLV
+109.5%
+605.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | -0.9% | -3.5% | +2.6% | -0.5% |
| 30D | -1.4% | -2.1% | +0.7% | -1.3% |
| 3M | +3.6% | -1.6% | +5.2% | +3.6% |
| 6M | +13.6% | -25.5% | +39.1% | +16.6% |
| YTD | +12.9% | -11.4% | +24.3% | +12.0% |
| 1Y | +17.2% | +48.6% | -31.4% | +9.0% |
| 3Y | +75.7% | +166.9% | -91.2% | +51.5% |
| 5Y | +75.4% | +152.4% | -77.0% | +51.0% |
| 10Y | +303.3% | +187.8% | +115.5% | +235.9% |
| All | +715.3% | +109.5% | +605.8% | +546.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling