+75.1%
PXI price history and return analytics
+356.5%
-281.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.1% |
| 7D | +6.7% | +2.4% | +4.4% | +3.8% |
| 30D | -8.9% | -1.5% | -7.4% | -7.5% |
| 3M | -2.4% | -4.1% | +1.7% | +2.0% |
| 6M | +2.7% | +0.6% | +2.1% | +0.5% |
| YTD | +34.9% | +11.0% | +23.9% | +15.6% |
| 1Y | +31.8% | +13.3% | +18.4% | +10.1% |
| 3Y | +49.5% | +73.4% | -23.9% | -25.4% |
| 5Y | +97.5% | +57.4% | +40.1% | +10.8% |
| 10Y | +81.7% | +221.7% | -140.0% | -53.3% |
| All | +75.1% | +356.5% | -281.4% | -72.1% |
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 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