-77.4%
PSIL price history and return analytics
+62.9%
-140.3%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -2.8% |
| 7D | +4.0% | +2.9% | +1.1% | +1.3% |
| 30D | -4.4% | -2.5% | -1.9% | -2.0% |
| 3M | -23.7% | -3.3% | -20.4% | -21.2% |
| 6M | -2.7% | +1.5% | -4.2% | -4.0% |
| YTD | +13.0% | +11.4% | +1.6% | +2.5% |
| 1Y | +13.2% | +11.9% | +1.3% | +2.3% |
| 3Y | +68.4% | +73.9% | -5.5% | +1.9% |
| 5Y | -75.1% | +57.9% | -133.0% | -82.8% |
| All | -77.4% | +62.9% | -140.3% | -84.9% |
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