-93.4%
PSIG price history and return analytics
+45.6%
-139.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.4% |
| 7D | -3.7% | +1.0% | -4.7% | -4.2% |
| 30D | +53.4% | -0.2% | +53.6% | +53.3% |
| 3M | -81.4% | +4.5% | -85.9% | -81.5% |
| 6M | -71.5% | +14.1% | -85.6% | -73.5% |
| YTD | -62.9% | +14.8% | -77.7% | -65.7% |
| 1Y | -52.2% | +21.2% | -73.4% | -57.8% |
| All | -93.4% | +45.6% | -139.0% | -94.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling