+44.1%
PSC price history and return analytics
+58.5%
-14.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | +2.2% | +2.9% | -0.6% | -0.9% |
| 30D | +0.1% | -2.5% | +2.6% | +2.9% |
| 3M | -3.2% | -3.3% | +0.1% | +0.3% |
| 6M | +6.2% | +1.5% | +4.6% | +4.1% |
| YTD | +18.0% | +11.4% | +6.6% | +4.5% |
| 1Y | +19.5% | +11.9% | +7.6% | +5.3% |
| 3Y | +75.3% | +73.9% | +1.4% | -3.1% |
| 5Y | +44.1% | +57.9% | -13.8% | -11.1% |
| All | +44.1% | +58.5% | -14.5% | -11.1% |
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 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