-96.6%
PSFE price history and return analytics
+108.9%
-205.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +4.5% |
| 7D | -39.8% | +2.4% | -42.2% | -42.1% |
| 30D | -27.6% | -1.5% | -26.1% | -25.3% |
| 3M | -49.2% | -4.1% | -45.1% | -44.4% |
| 6M | -57.0% | +0.6% | -57.5% | -57.6% |
| YTD | -50.3% | +11.0% | -61.3% | -60.4% |
| 1Y | -45.4% | +13.3% | -58.7% | -58.2% |
| 3Y | -62.4% | +73.4% | -135.8% | -87.7% |
| 5Y | -92.6% | +57.4% | -150.0% | -96.9% |
| All | -96.6% | +108.9% | -205.6% | -98.8% |
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