-31.5%
PSEC price history and return analytics
+217.6%
-249.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | -3.2% | -0.1% | -3.1% | -3.2% |
| 30D | -10.8% | -3.1% | -7.7% | -8.7% |
| 3M | -30.8% | -3.5% | -27.3% | -29.0% |
| 6M | -32.8% | +0.5% | -33.3% | -33.2% |
| YTD | -31.6% | +10.8% | -42.4% | -37.0% |
| 1Y | -36.3% | +11.9% | -48.2% | -41.8% |
| 3Y | -56.8% | +73.0% | -129.8% | -71.9% |
| 5Y | -66.4% | +58.6% | -125.0% | -76.8% |
| 10Y | -31.5% | +219.2% | -250.7% | -72.8% |
| All | -31.5% | +217.6% | -249.1% | -72.8% |
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