+84.5%
VTR vs PSKY
-70.1%
+154.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.7% |
| 7D | -0.3% | -2.4% | +2.1% | -0.1% |
| 30D | +1.1% | +11.6% | -10.5% | -0.1% |
| 3M | +7.9% | +1.5% | +6.4% | +7.6% |
| 6M | +6.2% | +7.7% | -1.5% | +4.8% |
| YTD | +17.7% | -20.1% | +37.8% | +19.6% |
| 1Y | +32.9% | -38.3% | +71.2% | +38.5% |
| 3Y | +129.7% | -17.7% | +147.4% | +121.8% |
| All | +84.5% | -70.1% | +154.6% | +101.6% |
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