+36.8%
PSCH price history and return analytics
+75.3%
-38.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | -1.2% | +1.0% | -2.2% | -2.2% |
| 30D | -1.9% | -0.2% | -1.7% | -1.7% |
| 3M | +17.3% | +4.5% | +12.8% | +11.8% |
| 6M | +29.9% | +14.1% | +15.9% | +12.4% |
| YTD | +22.4% | +14.8% | +7.6% | +5.0% |
| 1Y | +30.4% | +21.2% | +9.2% | +5.5% |
| All | +36.8% | +75.3% | -38.5% | -28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling