+72.7%
PSFF price history and return analytics
+87.9%
-15.2%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | +1.6% | +2.9% | -1.3% | +0.2% |
| 30D | -1.1% | -2.5% | +1.4% | +0.1% |
| 3M | +0.5% | -3.3% | +3.9% | +2.1% |
| 6M | +3.6% | +1.5% | +2.1% | +2.6% |
| YTD | +8.5% | +11.4% | -2.8% | +2.6% |
| 1Y | +9.9% | +11.9% | -2.0% | +3.6% |
| 3Y | +41.7% | +73.9% | -32.2% | +6.7% |
| 5Y | +55.1% | +57.9% | -2.8% | +21.1% |
| All | +72.7% | +87.9% | -15.2% | +23.0% |
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