-33.0%
PSEC vs VT
+10.7%
-43.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | -0.8% |
| 7D | -14.2% | -4.2% | -10.0% | -11.8% |
| 30D | -22.3% | -5.8% | -16.5% | -19.1% |
| 3M | -32.4% | -5.2% | -27.1% | -29.9% |
| 6M | -44.1% | +0.1% | -44.2% | -44.6% |
| YTD | -36.6% | +8.2% | -44.8% | -42.0% |
| 1Y | -33.0% | +10.1% | -43.2% | -40.0% |
| All | -33.0% | +10.7% | -43.7% | -40.0% |
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