-66.7%
PSEC price history and return analytics
+59.8%
-126.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.9% |
| 7D | +4.2% | -0.7% | +4.9% | +4.8% |
| 30D | -11.3% | -1.7% | -9.5% | -10.1% |
| 3M | -30.5% | -2.3% | -28.2% | -29.3% |
| 6M | -31.2% | +1.5% | -32.7% | -32.2% |
| YTD | -31.6% | +12.0% | -43.6% | -38.1% |
| 1Y | -35.6% | +12.9% | -48.5% | -42.2% |
| 3Y | -56.8% | +74.9% | -131.8% | -73.5% |
| 5Y | -66.7% | +59.9% | -126.6% | -79.0% |
| All | -66.7% | +59.8% | -126.5% | -79.0% |
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