+63.9%
PSF price history and return analytics
+222.7%
-158.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | -1.9% | +2.9% | -4.8% | -3.7% |
| 30D | +1.7% | -2.5% | +4.2% | +3.3% |
| 3M | -3.9% | -3.3% | -0.6% | -1.9% |
| 6M | -3.3% | +1.5% | -4.8% | -4.5% |
| YTD | -2.8% | +11.4% | -14.1% | -9.8% |
| 1Y | -4.3% | +11.9% | -16.2% | -11.5% |
| 3Y | +29.2% | +73.9% | -44.7% | -12.3% |
| 5Y | -4.9% | +57.9% | -62.8% | -31.4% |
| All | +63.9% | +222.7% | -158.8% | -30.1% |
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