-68.1%
PSEC price history and return analytics
+53.4%
-121.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | -12.4% | -2.3% | -10.1% | -10.9% |
| 30D | -21.6% | -5.0% | -16.6% | -18.4% |
| 3M | -32.6% | -4.9% | -27.8% | -30.0% |
| 6M | -43.9% | -1.5% | -42.4% | -43.5% |
| YTD | -35.7% | +8.5% | -44.2% | -40.3% |
| 1Y | -32.3% | +11.4% | -43.7% | -38.6% |
| 3Y | -57.1% | +70.1% | -127.2% | -73.1% |
| All | -68.1% | +53.4% | -121.5% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling