-97.2%
PSHG price history and return analytics
+57.0%
-154.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.3% |
| 7D | -5.3% | +2.4% | -7.6% | -6.5% |
| 30D | +20.9% | -1.5% | +22.4% | +21.9% |
| 3M | +13.9% | -4.1% | +18.0% | +16.3% |
| 6M | +11.9% | +0.6% | +11.4% | +11.6% |
| YTD | -7.5% | +11.0% | -18.5% | -12.2% |
| 1Y | -7.9% | +13.3% | -21.3% | -13.4% |
| 3Y | +2.6% | +73.4% | -70.8% | -21.0% |
| All | -97.2% | +57.0% | -154.2% | -97.8% |
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 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