+42.3%
PSI price history and return analytics
+12.5%
+29.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +1.0% |
| 7D | -4.6% | -0.1% | -4.5% | -3.4% |
| 30D | -24.7% | -3.1% | -21.6% | -16.6% |
| 3M | -21.1% | -3.5% | -17.6% | -11.3% |
| 6M | -25.9% | +0.5% | -26.4% | -23.0% |
| YTD | +42.6% | +10.8% | +31.8% | +19.2% |
| 1Y | +42.3% | +11.9% | +30.4% | +16.2% |
| All | +42.3% | +12.5% | +29.8% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling