-33.8%
PSEC price history and return analytics
+221.8%
-255.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.8% |
| 7D | +3.5% | +2.4% | +1.2% | +1.8% |
| 30D | -6.6% | -1.5% | -5.1% | -5.6% |
| 3M | -34.4% | -4.1% | -30.3% | -32.4% |
| 6M | -28.2% | +0.6% | -28.8% | -28.7% |
| YTD | -33.4% | +11.0% | -44.4% | -38.8% |
| 1Y | -35.7% | +13.3% | -49.1% | -41.9% |
| 3Y | -57.4% | +73.4% | -130.8% | -72.3% |
| 5Y | -67.4% | +57.4% | -124.8% | -77.4% |
| All | -33.8% | +221.8% | -255.6% | -74.2% |
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