-43.7%
PSIX price history and return analytics
+12.5%
-56.2%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -1.4% |
| 7D | -26.0% | -0.1% | -25.9% | -27.4% |
| 30D | -26.9% | -3.1% | -23.9% | -18.6% |
| 3M | -14.9% | -3.5% | -11.4% | -3.5% |
| 6M | -51.8% | +0.5% | -52.3% | -51.2% |
| YTD | -36.0% | +10.8% | -46.8% | -50.8% |
| 1Y | -43.7% | +11.9% | -55.6% | -57.9% |
| All | -43.7% | +12.5% | -56.2% | -57.9% |
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 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