-30.0%
PSEC price history and return analytics
+223.7%
-253.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.6% | +4.5% | +5.1% |
| 7D | -6.8% | +0.4% | -7.2% | -7.1% |
| 30D | -10.2% | -2.6% | -7.6% | -8.4% |
| 3M | -31.6% | -3.2% | -28.3% | -29.9% |
| 6M | -32.4% | +0.9% | -33.3% | -33.0% |
| YTD | -31.1% | +11.3% | -42.4% | -36.8% |
| 1Y | -32.6% | +14.0% | -46.6% | -39.3% |
| 3Y | -58.6% | +75.8% | -134.4% | -73.4% |
| 5Y | -66.5% | +57.8% | -124.3% | -76.8% |
| 10Y | -30.0% | +219.8% | -249.8% | -72.1% |
| All | -30.0% | +223.7% | -253.7% | -72.1% |
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