+188.2%
PSCM price history and return analytics
+222.7%
-34.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.6% |
| 7D | -1.9% | -0.1% | -1.7% | -1.7% |
| 30D | -3.2% | -0.7% | -2.5% | -2.4% |
| 3M | -4.2% | +4.0% | -8.2% | -8.3% |
| 6M | +5.8% | +12.3% | -6.5% | -7.3% |
| YTD | +18.4% | +14.0% | +4.3% | +2.1% |
| 1Y | +31.5% | +20.3% | +11.2% | +6.9% |
| 3Y | +56.0% | +75.4% | -19.5% | -15.3% |
| 5Y | +59.3% | +66.0% | -6.7% | -7.9% |
| 10Y | +188.2% | +228.2% | -40.0% | -17.4% |
| All | +188.2% | +222.7% | -34.4% | -17.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling