-14.1%
PSCH price history and return analytics
+65.7%
-79.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | +0.3% |
| 7D | -2.1% | -0.1% | -2.0% | -2.0% |
| 30D | -2.9% | -0.7% | -2.2% | -2.2% |
| 3M | +13.5% | +4.0% | +9.5% | +8.6% |
| 6M | +28.3% | +12.3% | +16.0% | +13.2% |
| YTD | +21.9% | +14.0% | +7.9% | +5.7% |
| 1Y | +30.2% | +20.3% | +9.9% | +6.8% |
| 3Y | +36.7% | +75.4% | -38.7% | -24.0% |
| 5Y | -14.1% | +66.0% | -80.1% | -49.3% |
| All | -14.1% | +65.7% | -79.8% | -49.3% |
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 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