+200.0%
PSC price history and return analytics
+211.4%
-11.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | -0.3% | -0.1% | -0.1% | -0.1% |
| 30D | +0.4% | -3.1% | +3.4% | +3.7% |
| 3M | -2.5% | -3.5% | +1.0% | +1.1% |
| 6M | +5.4% | +0.5% | +4.9% | +4.6% |
| YTD | +18.3% | +10.8% | +7.5% | +5.9% |
| 1Y | +19.9% | +11.9% | +8.0% | +6.3% |
| 3Y | +75.8% | +73.0% | +2.8% | -0.2% |
| 5Y | +43.8% | +58.6% | -14.8% | -10.5% |
| 10Y | +200.8% | +219.2% | -18.4% | +11.6% |
| All | +200.0% | +211.4% | -11.3% | +12.3% |
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