+145.3%
PSO price history and return analytics
+222.7%
-77.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.6% |
| 7D | -1.6% | +2.9% | -4.5% | -3.5% |
| 30D | -1.0% | -2.5% | +1.5% | +0.6% |
| 3M | +7.6% | -3.3% | +10.9% | +9.9% |
| 6M | +17.8% | +1.5% | +16.2% | +15.6% |
| YTD | +25.8% | +11.4% | +14.4% | +15.6% |
| 1Y | +33.5% | +11.9% | +21.6% | +22.2% |
| 3Y | +54.0% | +73.9% | -19.9% | +1.3% |
| 5Y | +123.7% | +57.9% | +65.8% | +56.7% |
| All | +145.3% | +222.7% | -77.4% | -8.2% |
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