+69.0%
PSO price history and return analytics
+65.7%
+3.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.7% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | -3.7% | -0.7% | -3.0% | -3.3% |
| 3M | +2.3% | +4.0% | -1.7% | -0.2% |
| 6M | +22.3% | +12.3% | +10.1% | +14.0% |
| YTD | +14.9% | +14.0% | +0.8% | +6.0% |
| 1Y | +13.2% | +20.3% | -7.1% | +1.2% |
| 3Y | +53.4% | +75.4% | -22.0% | +8.3% |
| 5Y | +69.0% | +66.0% | +3.0% | +17.5% |
| All | +69.0% | +65.7% | +3.3% | +17.5% |
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 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