-43.1%
PSNL price history and return analytics
+144.0%
-187.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -2.4% |
| 7D | -5.8% | -1.1% | -4.6% | -3.8% |
| 30D | +14.1% | -1.0% | +15.1% | +16.2% |
| 3M | +72.1% | +3.2% | +68.9% | +62.7% |
| 6M | +103.9% | +12.5% | +91.4% | +66.9% |
| YTD | +103.6% | +14.1% | +89.6% | +64.0% |
| 1Y | +165.7% | +18.9% | +146.8% | +101.0% |
| 3Y | +966.4% | +74.1% | +892.4% | +334.1% |
| 5Y | -24.9% | +66.9% | -91.7% | -64.0% |
| All | -43.1% | +144.0% | -187.1% | -81.6% |
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