-36.3%
PSEC price history and return analytics
+222.7%
-259.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -5.9% |
| 7D | +1.1% | +2.9% | -1.8% | -1.0% |
| 30D | -13.9% | -2.5% | -11.4% | -12.3% |
| 3M | -35.2% | -3.3% | -31.9% | -33.6% |
| 6M | -33.9% | +1.5% | -35.4% | -34.8% |
| YTD | -35.9% | +11.4% | -47.3% | -41.2% |
| 1Y | -38.8% | +11.9% | -50.7% | -44.1% |
| 3Y | -59.6% | +73.9% | -133.4% | -73.7% |
| 5Y | -68.6% | +57.9% | -126.5% | -78.3% |
| All | -36.3% | +222.7% | -259.0% | -75.2% |
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