-38.6%
PSEC price history and return analytics
+11.9%
-50.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.6% | -5.4% | -5.6% |
| 7D | +1.4% | +2.9% | -1.4% | -0.4% |
| 30D | -13.6% | -2.5% | -11.1% | -12.2% |
| 3M | -35.0% | -3.3% | -31.7% | -33.6% |
| 6M | -33.6% | +1.5% | -35.2% | -34.5% |
| YTD | -35.7% | +11.4% | -47.0% | -41.8% |
| 1Y | -38.6% | +11.9% | -50.5% | -44.8% |
| All | -38.6% | +11.9% | -50.5% | -44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling