+65.3%
PSN price history and return analytics
+144.1%
-78.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +1.7% | +2.4% | -0.7% | -0.3% |
| 30D | +16.2% | -1.5% | +17.7% | +17.6% |
| 3M | +4.5% | -4.1% | +8.6% | +8.3% |
| 6M | -1.2% | +0.6% | -1.8% | -1.2% |
| YTD | -19.5% | +11.0% | -30.6% | -26.2% |
| 1Y | -41.7% | +13.3% | -55.0% | -47.4% |
| 3Y | -21.2% | +73.4% | -94.6% | -50.7% |
| 5Y | +35.2% | +57.4% | -22.3% | -8.6% |
| All | +65.3% | +144.1% | -78.8% | -27.7% |
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