+770.2%
PSIX price history and return analytics
+53.4%
+716.8%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.2% | +8.9% | +8.8% |
| 7D | -14.4% | -2.3% | -12.0% | -11.6% |
| 30D | -24.2% | -5.0% | -19.2% | -17.8% |
| 3M | +18.6% | -4.9% | +23.5% | +29.1% |
| 6M | -47.4% | -1.5% | -45.9% | -44.3% |
| YTD | -31.5% | +8.5% | -40.0% | -34.0% |
| 1Y | -51.8% | +11.4% | -63.2% | -54.8% |
| 3Y | +1,274.0% | +70.1% | +1,204.0% | +923.5% |
| All | +770.2% | +53.4% | +716.8% | +790.7% |
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