+182.9%
PSF price history and return analytics
+374.4%
-191.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +1.8% | -2.3% | +4.1% | +2.9% |
| 30D | +6.4% | -5.0% | +11.4% | +9.1% |
| 3M | -0.8% | -4.9% | +4.1% | +1.6% |
| 6M | -1.1% | -1.5% | +0.5% | -0.5% |
| YTD | 0.0% | +8.5% | -8.5% | -4.4% |
| 1Y | -1.5% | +11.4% | -12.9% | -7.0% |
| 3Y | +33.8% | +70.1% | -36.2% | +1.4% |
| 5Y | -2.1% | +53.7% | -55.8% | -22.6% |
| 10Y | +58.0% | +220.0% | -162.0% | -9.5% |
| All | +182.9% | +374.4% | -191.5% | +48.5% |
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