+362.6%
PSX price history and return analytics
+65.7%
+296.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.3% |
| 7D | +1.7% | -1.1% | +2.8% | +2.5% |
| 30D | +15.6% | -1.0% | +16.6% | +16.4% |
| 3M | +46.5% | +3.2% | +43.3% | +42.6% |
| 6M | +55.0% | +12.5% | +42.5% | +39.8% |
| YTD | +105.3% | +14.1% | +91.2% | +82.5% |
| 1Y | +101.6% | +18.9% | +82.7% | +72.6% |
| 3Y | +134.1% | +74.1% | +60.1% | +47.7% |
| All | +362.6% | +65.7% | +296.9% | +204.2% |
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