+102.5%
PSX price history and return analytics
+18.7%
+83.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -1.1% |
| 7D | +1.5% | -2.0% | +3.5% | +1.0% |
| 30D | +15.8% | -1.4% | +17.3% | +15.4% |
| 3M | +43.0% | +4.7% | +38.3% | +44.2% |
| 6M | +61.1% | +11.4% | +49.7% | +64.5% |
| YTD | +104.5% | +13.1% | +91.5% | +105.8% |
| 1Y | +102.5% | +19.0% | +83.5% | +107.1% |
| All | +102.5% | +18.7% | +83.8% | +107.1% |
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