+1.7%
VTRS vs PSLV
+109.5%
-107.8%
-88.7%
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 | -2.2% | -3.5% | +1.3% | -1.9% |
| 30D | +3.3% | -2.1% | +5.5% | +3.5% |
| 3M | +2.0% | -1.6% | +3.6% | +1.9% |
| 6M | +19.9% | -25.5% | +45.4% | +22.5% |
| YTD | +35.7% | -11.4% | +47.2% | +35.2% |
| 1Y | +68.1% | +48.6% | +19.5% | +59.7% |
| 3Y | +87.1% | +166.9% | -79.8% | +68.8% |
| 5Y | +47.6% | +152.4% | -104.8% | +33.0% |
| 10Y | -48.2% | +187.8% | -235.9% | -54.4% |
| All | +1.7% | +109.5% | -107.8% | -12.9% |
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