-44.9%
PSNL price history and return analytics
+137.6%
-182.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.4% |
| 7D | -0.5% | +2.4% | -2.9% | -4.9% |
| 30D | -1.2% | -1.5% | +0.3% | +1.0% |
| 3M | +8.9% | -4.1% | +13.1% | +16.8% |
| 6M | +145.9% | +0.6% | +145.3% | +143.3% |
| YTD | +97.4% | +11.0% | +86.3% | +65.6% |
| 1Y | +106.7% | +13.3% | +93.4% | +67.7% |
| 3Y | +1,368.2% | +73.4% | +1,294.8% | +491.8% |
| 5Y | -14.6% | +57.4% | -72.0% | -55.8% |
| All | -44.9% | +137.6% | -182.4% | -81.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling