+133.4%
PSIX price history and return analytics
+368.5%
-235.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.5% | +7.1% | +7.0% |
| 7D | +21.8% | +1.0% | +20.8% | +20.7% |
| 30D | +5.7% | -0.2% | +5.9% | +6.0% |
| 3M | +8.3% | +4.5% | +3.7% | +5.3% |
| 6M | -17.3% | +14.1% | -31.3% | -23.8% |
| YTD | -24.5% | +14.8% | -39.2% | -29.9% |
| 1Y | -48.9% | +21.2% | -70.1% | -54.1% |
| 3Y | +1,207.6% | +76.6% | +1,131.0% | +874.1% |
| 5Y | +771.7% | +66.6% | +705.1% | +566.4% |
| 10Y | +248.5% | +222.3% | +26.3% | +49.2% |
| All | +133.4% | +368.5% | -235.1% | -13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling