+376.3%
PSX price history and return analytics
+226.9%
+149.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | 0.0% |
| 7D | +1.5% | -2.0% | +3.5% | +3.7% |
| 30D | +15.8% | -1.4% | +17.3% | +17.5% |
| 3M | +43.0% | +4.7% | +38.3% | +35.0% |
| 6M | +61.1% | +11.4% | +49.7% | +40.1% |
| YTD | +104.5% | +13.1% | +91.5% | +74.3% |
| 1Y | +102.5% | +19.0% | +83.5% | +62.3% |
| 3Y | +133.5% | +73.9% | +59.5% | +20.7% |
| 5Y | +367.0% | +65.4% | +301.6% | +152.3% |
| All | +376.3% | +226.9% | +149.5% | +19.9% |
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 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