-92.6%
PSFE price history and return analytics
+57.0%
-149.6%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -25.2% |
| 3M | -49.2% | -4.1% | -45.1% | -44.2% |
| 6M | -57.0% | +0.6% | -57.5% | -57.7% |
| YTD | -50.3% | +11.0% | -61.3% | -60.9% |
| 1Y | -45.4% | +13.3% | -58.7% | -58.9% |
| 3Y | -62.4% | +73.4% | -135.8% | -88.6% |
| All | -92.6% | +57.0% | -149.6% | -96.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling