+91.6%
PXI price history and return analytics
+229.8%
-138.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.7% |
| 7D | +1.3% | -1.1% | +2.4% | +2.6% |
| 30D | +6.3% | -1.0% | +7.3% | +7.5% |
| 3M | +14.6% | +3.2% | +11.5% | +9.6% |
| 6M | +16.9% | +12.5% | +4.5% | -1.5% |
| YTD | +46.2% | +14.1% | +32.1% | +20.7% |
| 1Y | +49.8% | +18.9% | +30.9% | +17.0% |
| 3Y | +49.2% | +74.1% | -24.9% | -30.0% |
| 5Y | +177.0% | +66.9% | +110.2% | +38.0% |
| All | +91.6% | +229.8% | -138.2% | -60.4% |
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