+72.1%
PSFF price history and return analytics
+87.0%
-14.9%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -0.2% | -0.1% | -0.1% | -0.1% |
| 30D | -1.5% | -3.1% | +1.6% | 0.0% |
| 3M | +0.2% | -3.5% | +3.7% | +1.9% |
| 6M | +3.2% | +0.5% | +2.8% | +2.8% |
| YTD | +8.1% | +10.8% | -2.6% | +2.5% |
| 1Y | +9.3% | +11.9% | -2.6% | +3.0% |
| 3Y | +41.1% | +73.0% | -31.8% | +6.6% |
| 5Y | +54.7% | +58.6% | -3.9% | +20.6% |
| All | +72.1% | +87.0% | -14.9% | +22.9% |
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 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