+1,149.3%
PSX price history and return analytics
+357.3%
+791.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.3% |
| 7D | +6.4% | +2.9% | +3.5% | +3.2% |
| 30D | -10.2% | -2.5% | -7.7% | -8.0% |
| 3M | +17.2% | -3.3% | +20.5% | +20.8% |
| 6M | +51.8% | +1.5% | +50.2% | +46.8% |
| YTD | +108.0% | +11.4% | +96.6% | +78.9% |
| 1Y | +96.1% | +11.9% | +84.2% | +67.6% |
| 3Y | +155.9% | +73.9% | +82.0% | +31.4% |
| 5Y | +306.9% | +57.9% | +249.0% | +130.1% |
| 10Y | +364.5% | +222.6% | +141.9% | +14.9% |
| All | +1,149.3% | +357.3% | +791.9% | +90.8% |
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 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