+183.8%
PSIX price history and return analytics
+224.7%
-40.9%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.1% | +7.4% | +7.6% |
| 7D | +0.1% | -0.7% | +0.8% | +0.8% |
| 30D | -20.8% | -1.7% | -19.0% | -19.4% |
| 3M | -5.8% | -2.3% | -3.5% | -3.6% |
| 6M | -36.4% | +1.5% | -37.9% | -35.9% |
| YTD | -30.5% | +12.0% | -42.6% | -33.3% |
| 1Y | -35.9% | +12.9% | -48.8% | -38.5% |
| 3Y | +1,317.9% | +74.9% | +1,242.9% | +1,080.3% |
| 5Y | +788.1% | +59.9% | +728.2% | +654.0% |
| All | +183.8% | +224.7% | -40.9% | +126.1% |
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