-24.3%
PSNL price history and return analytics
+63.7%
-88.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | +1.7% |
| 7D | -3.0% | -2.0% | -1.0% | +2.1% |
| 30D | +16.5% | -1.4% | +17.9% | +20.8% |
| 3M | +69.9% | +4.7% | +65.2% | +50.8% |
| 6M | +96.5% | +11.4% | +85.2% | +52.9% |
| YTD | +105.2% | +13.1% | +92.1% | +55.3% |
| 1Y | +203.0% | +19.0% | +183.9% | +105.5% |
| 3Y | +985.0% | +73.9% | +911.1% | +194.9% |
| 5Y | -24.3% | +65.4% | -89.7% | -73.2% |
| All | -24.3% | +63.7% | -88.0% | -73.2% |
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