-97.4%
PSNY price history and return analytics
+65.7%
-163.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.2% |
| 7D | -14.9% | -1.1% | -13.8% | -13.3% |
| 30D | -42.9% | -1.0% | -41.9% | -42.3% |
| 3M | -61.0% | +3.2% | -64.2% | -63.1% |
| 6M | -51.6% | +12.5% | -64.1% | -60.4% |
| YTD | -63.3% | +14.1% | -77.4% | -70.4% |
| 1Y | -72.9% | +18.9% | -91.8% | -79.6% |
| 3Y | -90.8% | +74.1% | -164.9% | -96.1% |
| All | -97.4% | +65.7% | -163.1% | -98.8% |
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