-50.0%
VTRS vs PSKY
-74.6%
+24.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.5% |
| 7D | -2.2% | -2.4% | +0.2% | -1.8% |
| 30D | +3.3% | +11.6% | -8.3% | +1.4% |
| 3M | +2.0% | +1.5% | +0.5% | +1.5% |
| 6M | +19.9% | +7.7% | +12.2% | +17.6% |
| YTD | +35.7% | -20.1% | +55.8% | +38.8% |
| 1Y | +68.1% | -38.3% | +106.4% | +78.6% |
| 3Y | +87.1% | -17.7% | +104.8% | +78.9% |
| 5Y | +47.6% | -69.9% | +117.5% | +64.1% |
| All | -50.0% | -74.6% | +24.6% | -41.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling