+179.7%
PSF price history and return analytics
+384.5%
-204.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | +4.0% | -3.1% | +7.1% | +5.6% |
| 3M | -2.6% | -3.5% | +0.9% | -0.9% |
| 6M | -2.3% | +0.5% | -2.8% | -2.8% |
| YTD | -1.2% | +10.8% | -12.0% | -6.4% |
| 1Y | -2.8% | +11.9% | -14.6% | -8.4% |
| 3Y | +31.3% | +73.0% | -41.7% | -1.3% |
| 5Y | -3.1% | +58.6% | -61.7% | -24.6% |
| 10Y | +60.7% | +219.2% | -158.5% | -8.3% |
| All | +179.7% | +384.5% | -204.8% | +45.3% |
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