+1.4%
PSEC price history and return analytics
+345.0%
-343.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | 0.0% |
| 7D | -14.2% | -4.2% | -10.0% | -11.2% |
| 30D | -22.3% | -5.8% | -16.5% | -18.4% |
| 3M | -32.4% | -5.2% | -27.1% | -29.4% |
| 6M | -44.1% | +0.1% | -44.2% | -44.5% |
| YTD | -36.6% | +8.2% | -44.8% | -41.1% |
| 1Y | -33.0% | +10.1% | -43.2% | -38.7% |
| 3Y | -59.1% | +69.7% | -128.7% | -74.3% |
| 5Y | -67.0% | +53.4% | -120.4% | -77.4% |
| 10Y | -35.2% | +219.2% | -254.4% | -77.5% |
| All | +1.4% | +345.0% | -343.6% | -71.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling