-67.1%
PSEC vs VT
+53.2%
-120.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.3% | -0.5% |
| 7D | -14.5% | -4.2% | -10.3% | -11.6% |
| 30D | -22.6% | -5.8% | -16.8% | -18.8% |
| 3M | -32.6% | -5.2% | -27.4% | -29.7% |
| 6M | -44.3% | +0.1% | -44.4% | -44.7% |
| YTD | -36.8% | +8.2% | -45.1% | -41.3% |
| 1Y | -33.3% | +10.1% | -43.4% | -38.9% |
| 3Y | -59.2% | +69.7% | -128.9% | -74.4% |
| 5Y | -67.1% | +53.4% | -120.5% | -78.4% |
| All | -67.1% | +53.2% | -120.3% | -78.4% |
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 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