+20.7%
PSK price history and return analytics
+221.8%
-201.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -2.6% | +2.4% | -5.0% | -3.5% |
| 30D | -2.0% | -1.5% | -0.5% | -1.5% |
| 3M | -7.2% | -4.1% | -3.1% | -5.8% |
| 6M | -9.8% | +0.6% | -10.4% | -10.2% |
| YTD | -8.8% | +11.0% | -19.9% | -12.7% |
| 1Y | -9.2% | +13.3% | -22.5% | -13.8% |
| 3Y | +3.6% | +73.4% | -69.8% | -17.5% |
| 5Y | -12.3% | +57.4% | -69.7% | -28.1% |
| All | +20.7% | +221.8% | -201.1% | -29.2% |
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 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