+181.8%
PSIX price history and return analytics
+222.7%
-40.9%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | +9.9% | +2.9% | +7.0% | +7.5% |
| 30D | -25.8% | -2.5% | -23.3% | -24.1% |
| 3M | -7.3% | -3.3% | -4.0% | -4.4% |
| 6M | +3.7% | +1.5% | +2.2% | +4.4% |
| YTD | -31.0% | +11.4% | -42.4% | -33.4% |
| 1Y | -39.0% | +11.9% | -50.9% | -41.1% |
| 3Y | +1,307.9% | +73.9% | +1,234.0% | +1,077.6% |
| 5Y | +781.9% | +57.9% | +724.0% | +653.3% |
| All | +181.8% | +222.7% | -40.9% | +125.6% |
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 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