-97.7%
PSHG price history and return analytics
+63.7%
-161.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.4% |
| 7D | 0.0% | -2.0% | +2.0% | +1.0% |
| 30D | -3.4% | -1.4% | -2.0% | -2.8% |
| 3M | -6.1% | +4.7% | -10.8% | -8.3% |
| 6M | -25.4% | +11.4% | -36.8% | -29.5% |
| YTD | -20.2% | +13.1% | -33.2% | -25.1% |
| 1Y | -11.5% | +19.0% | -30.5% | -18.9% |
| 3Y | -9.1% | +73.9% | -83.0% | -31.2% |
| 5Y | -97.7% | +65.4% | -163.1% | -98.2% |
| All | -97.7% | +63.7% | -161.3% | -98.2% |
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