+130.8%
VTR vs PSKY
-20.6%
+151.4%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +1.1% |
| 7D | -1.8% | -6.0% | +4.2% | -1.5% |
| 30D | +4.0% | +10.7% | -6.7% | +3.4% |
| 3M | +7.8% | +1.2% | +6.7% | +7.7% |
| 6M | +6.4% | +1.5% | +4.9% | +6.0% |
| YTD | +18.3% | -21.8% | +40.1% | +19.6% |
| 1Y | +33.9% | -30.2% | +64.1% | +35.9% |
| All | +130.8% | -20.6% | +151.4% | +134.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling