+1,331.1%
PSI price history and return analytics
+222.7%
+1,108.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +1.1% |
| 7D | +8.4% | -0.1% | +8.5% | +8.6% |
| 30D | -1.7% | -0.7% | -1.1% | -0.5% |
| 3M | -7.8% | +4.0% | -11.8% | -12.0% |
| 6M | +50.7% | +12.3% | +38.4% | +28.3% |
| YTD | +77.6% | +14.0% | +63.6% | +48.4% |
| 1Y | +114.9% | +20.3% | +94.6% | +66.4% |
| 3Y | +217.9% | +75.4% | +142.4% | +44.7% |
| 5Y | +225.7% | +66.0% | +159.8% | +67.8% |
| 10Y | +1,331.1% | +228.2% | +1,103.0% | +212.9% |
| All | +1,331.1% | +222.7% | +1,108.5% | +212.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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